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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 |
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Amherst | NY | 01/1984 | 01/2017 |
| Legend Advisory Corporation | Palm Beach Gardens | FL | 01/2011 | 09/2019 |
| Lincoln Investment | Getzville | NY | 01/2017 | Present |
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, STE.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 | 1984-01-25 |
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