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Current Employers
Capital Analysts

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-01-07
  • NY RA
    APPROVED
    Since 2022-01-07

Branch Locations

6690 Hammersmith Drive, East Syracuse, NY 13057 • United States

Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-03-25
  • NY RA
    APPROVED
    Since 2021-03-25

Branch Locations

6690 Hammersmith Drive, East Syracuse, NY 13057 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Legend Equities Corporation Syracuse NY 08/2006 01/2017
Legend Advisory Corporation Palm Beach Gardens FL 07/2011 09/2019
Lincoln Investment East Syracuse NY 01/2017 Present
Lincoln Investment Fort Washington PA 01/2017 Present
Capital Analysts Fort Washington PA 01/2022 Present
  • 08/2006 → 01/2017
    Legend Equities Corporation
    Syracuse, NY
  • 07/2011 → 09/2019
    Legend Advisory Corporation
    Palm Beach Gardens, FL
  • 01/2017 → Present
    East Syracuse, NY
  • 01/2017 → Present
    Fort Washington, PA
  • 01/2022 → Present
    Fort Washington, PA
Other Businesses

JDE EXCLUSIVE PROPERTIES LLC POSITION: Managing Member NATURE: Self Rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/15/2021 ADDRESS: 3316 QUAKER LADY CIRCLE, BALDWINSVILLE NY 13027, United States DESCRIPTION: Own and manage self-rental property. BREAKING BOURBON, LLC POSITION: Managing Member (Co-Creator & Contributor) NATURE: Website INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 4 START DATE: 10/21/2013 ADDRESS: 6690 Hammersmith Drive, East Syracuse NY 13057, United States DESCRIPTION: Create web content devoted to bourbon-related topics that include reviews, opinions, and bourbon industry trends. GRANDJEAN, BEITER & COMPANY LLC POSITION: Owner/partner. NATURE: Accounting & Tax INVESTMENT RELATED: No NUMBER OF HOURS: 90 SECURITIES TRADING HOURS: 90 START DATE: 01/01/2018 ADDRESS: 6690 Hammersmith Drive, East Syracuse NY 13057, United States DESCRIPTION: Compile financials and complete individual and business tax income tax returns. Business management and marketing duties include higher level business and staff development and community engagement. FYI - The DBA for this has been "Grandjean & Wagner" taking over for the other OBA listed as noted. CHOICEPAY, INC. POSITION: Chief Executive Officer NATURE: Payroll INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 06/01/2007 ADDRESS: 6690 Hammersmith Drive, East Syracuse NY 13057, United States DESCRIPTION: This company's books of business has been sold to another payroll company, and is now just in a continuing support mode as issues arise and relationships are closed. MISC-HEALTH BENEFITS POSITION: Broker / Agent NATURE: Health Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2010 ADDRESS: 6690 Hammersmith Drive, East Syracuse NY 13057, United States DESCRIPTION: Health and dental insurance benefits provided via brokered insurance and services offered by Lifetime Benefits Soltions, Excellus, Delta Dental. ANGEL'S SHARE MEDIA, LLC POSITION: managing member/founder. NATURE: Media INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2022 ADDRESS: 3316 QUAKER LADY CIRCLE, BALDWINSVILLE NY 13027, United States DESCRIPTION: This business will be predominately run by employees and independent contractors in both a sales and content creation capacity. I will partake in management and some sales/interaction with customers. Business is currently still in startup phase. Scott James Beiter Enterprises, LLC Position: Managing Member Nature: This is a business for my oldest son Investment Related: No Hours: 10 Securities Trading Hours: 0 Start Date: 4/30/2026 Address: 3316 Quaker Lady Circle Baldwinsville, NY 13027 Description: Guiding son as he works through challenges related to his entrepreneurial visions. 

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-09-01
  • S63 Uniform Securities Agent State Law Examination
    2006-09-01
Other Names
  • Nick James Beiter

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