Donald Domine Tiburzi

Current Employers

Lincoln Investment

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
PA	RA	APPROVED	2017-06-02

NY RA
APPROVED

Since 2021-03-25
PA RA
APPROVED

Since 2017-06-02

Branch Locations

601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States

61 John Muir Dr. Ste. 100, Amherst, NY 14228 • United States

5415 West Lake Road, Erie, PA 16505 • United States

Capital Analysts

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
PA	RA	APPROVED	2018-11-27

NY RA
APPROVED

Since 2021-03-25
PA RA
APPROVED

Since 2018-11-27

Branch Locations

5415 West Lake Road, Erie, PA 16505 • United States

2293 Millersport Highway, Getzville, NY 14068 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Legend Equities Corporation	Amherst	NY	02/1994	01/2017
Legend Advisory Corporation	Palm Bech Gardens	FL	09/2009	09/2019
Lincoln Investment	Getzville	NY	01/2017	Present

02/1994 → 01/2017

Legend Equities Corporation

Amherst, NY
09/2009 → 09/2019

Legend Advisory Corporation

Palm Bech Gardens, FL
01/2017 → Present

Lincoln Investment

Getzville, NY

Previous Registrations

2009-09-01 → 2019-10-04

Legend Advisory, Llc

Amherst, NY

Palm Beach Gardens, FL

Getzville, NY

Other Businesses

DONALD TIBURZI POSITION: TAX PREPARER NATURE: INCOME TAX PREPARATION INVESTMENT RELATED: No NUMBER OF HOURS: 26 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1990 ADDRESS: 6695 CAMPBELL BLVD, LOCKPORT NY 14094 DESCRIPTION: PROVIDE PESONAL INCOME TAX PREPARATION SERVICES LEGEND WEALTH MANAGEMENT, LLC Position: PARTNER Nature: PASS THROUGH LLC Investment Related: Yes Hours: 0 Securities Trading Hours: 0 Start Date: 1/1/2020 Address: 61 JOHN MUIR DR SUITE 100 AMHERST, NY 14228 Description: PAY BUSINESS EXPENSES FOR THE OFFICE. JOURNAL OVERRIDES FROM LINCOLN COMPENSATION.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2006-04-17
S63	Uniform Securities Agent State Law Examination	1985-01-15

S65 Uniform Investment Adviser Law Examination

2006-04-17
S63 Uniform Securities Agent State Law Examination

1985-01-15

View on SEC IAPD