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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 | 2017-06-12 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
12773 West Forest Hill Blvd. Suite 200, Wellington, FL 33414 • United States
Royal Palm Beach, FL • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 07/2005 | 01/2017 |
| Lincoln Investment | West Palm Beach | FL | 01/2017 | Present |
ROTARY POSITION: BOD member and Club Service Chair NATURE: civic INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2017 ADDRESS: PO Box 211015, Royal Palm Beach FL 33411 DESCRIPTION: Fundraising and running projects UNUM POSITION: representative NATURE: insurance INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1985 ADDRESS: 4830 W Kennedy Blvd, 900, tampa FL 33609 DESCRIPTION: disability income sales ILLINOIS MUTUAL POSITION: representative NATURE: insurance INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1985 ADDRESS: 300 SW Adams, Peoria IL 61634 DESCRIPTION: disability income WORKMAN'S BENEFIT POSITION: broker NATURE: insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2017 ADDRESS: 399 Conklin St, Farmingdale NY 11735, United States DESCRIPTION: last expense life insurance PENN STATE UNIVERSITY POSITION: board member NATURE: alumni assoc INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: P.O. Box 4373, West Palm Beach FL 33401, United States DESCRIPTION: endowment chair EXPLAIN MY BENEFITS POSITION: enroller/adviser for employees in their employer benefit package and voluntary additions NATURE: benefits enrollment INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 75 START DATE: 10/18/2021 ADDRESS: 2461 W S R 425, Suite 2021, Oviedo FL 32765, United States DESCRIPTION: telephone enrollments by appt set by EMB BALCH RETIREMENT PLANNING POSITION: president NATURE: sub s for tax purposes INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/15/2016 ADDRESS: 182 Martin Cir, Royal Palm Beach FL 33411, United States DESCRIPTION: a sub s corp to pass my Lincoln earnings through for tax purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-28 |
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