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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-13 |
Branch Locations
2293 Millersport Highway, Getzville, NY 14068 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-25 |
| TX | RA | APPROVED | 2019-10-31 |
Branch Locations
61 John Muir Dr. Ste. 100, Amherst, NY 14228 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Amherst | NY | 08/1982 | 01/2017 |
| Legend Advisory Corporation | Palm Beach Gardens | FL | 01/2011 | 09/2019 |
| Lincoln Investment | Getzville | NY | 01/2017 | Present |
LAUREL LOVE CENTER FOR GRIEF AND HOPE POSITION: Treasurer on the board of Directors and I will facilitate group sessions NATURE: Non Profit Grief Center INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 02/02/2023 ADDRESS: 45 Dalton Drive, Tonawanda NY 14223, United States DESCRIPTION: Peer Facilitator and serve as Treasurer on the Board Legend Wealth Management, LLC Position: Partner Nature: Pass Through LLC Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 1/1/2020 Address: 61 John Muir Drive, Suite 100 Amherst, New York 14228 Description: Pay business expenses for the Office. Journal override from Lincoln compensation
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-02-01 |
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