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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-24 |
| NY | RA | APPROVED | 2021-03-25 |
| TX | RA | APPROVED | 2019-07-12 |
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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-10 |
| NY | RA | APPROVED | 2021-03-25 |
| TX | RA | APPROVED | 2019-04-05 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
640 Johnson Ave. Ste. 102, Bohemia, NY 11716 • United States
North Palm Brach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 07/1983 | 01/2017 |
| Legend Advisory Corporation | Palm Beach Gardens | FL | 07/2011 | 09/2019 |
| Lincoln Investment | Bohemia | NY | 01/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-02-17 |
| S65 | Uniform Investment Adviser Law Examination | 1996-03-01 |
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