Diana Lynne Mcbride

Current Employers

Lincoln Investment

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

NY RA
APPROVED

Since 2021-03-25

Branch Locations

General Exchange Building 3532 James Street Ste. 108, Syracuse, NY 13206 • United States

30 Hooper Road, Endwell, NY 13760 • United States

Disclosures

3 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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint Yes
Termination Yes

Employment History

Organization	City	State	From	To
Legend Equities Corporation	Palm Beach Gardens	FL	08/2014	01/2017
Llegend Advisory Corporation	Palm Beach Gardens	FL	08/2014	09/2019
Lincoln Investment	Endwell	NY	01/2017	Present

08/2014 → 01/2017

Legend Equities Corporation

Palm Beach Gardens, FL
08/2014 → 09/2019

Llegend Advisory Corporation

Palm Beach Gardens, FL
01/2017 → Present

Lincoln Investment

Endwell, NY

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1999-09-13

S63 Uniform Securities Agent State Law Examination

1999-09-13

Other Names

Diana L Perfetti

View on SEC IAPD

Current Employers

Lincoln Investment

Disclosures

Employment History

Exams

Other Names

Other Firms

Other Investors

Other Offices

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