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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
640 Johnson Ave. Ste. 102, Bohemia, NY 11716 • 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 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
640 Johnson Ave. Ste. 102, Bohemia, NY 11716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 01/1994 | 01/2017 |
| Legend Equities Corporation | Palm Beach Gardens | FL | 07/2011 | 01/2017 |
| Lincoln Investment | Bohemia | NY | 01/2017 | Present |
Lifestage Wealth Advisors Inc POSITION: Owner, sole shareholder, sole officer. NATURE: Real Estate - Rental/Marketing NVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/1/2025 ADDRESS: 640 Jonson Ave, Suite 204, Bohemia NY 11716. DESCRIPTION: This corporation is for office lease and expenses, assistant and collection of rent. Separate from the office I have DBA and market my Lincoln financial services as Lifestage Wealth Advisors.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-07-31 |
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