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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 | 2022-01-07 |
Branch Locations
6690 Hammersmith Drive, East Syracuse, NY 13057 • 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
6690 Hammersmith Drive, East Syracuse, NY 13057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-09-01 |
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