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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-11-19 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2017-06-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 02/2015 | 01/2017 |
| Walnut Creek Country Club | South Lyon | MI | 03/2013 | Present |
| Legend Advisory Corporation | Palm Beach Gardens | FL | 08/2015 | 09/2019 |
| Lincoln Investment | Royal Oak | MI | 01/2017 | Present |
B & P Financial Services POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/15/2017 ADDRESS: 990 N Main St, Royal Oak MI 48067, United States DESCRIPTION: Producer Life & Health
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-21 |
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