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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-11-04 |
| OH | RA | APPROVED | 2017-06-12 |
Branch Locations
Crystal Lake, IL • United States
2 Summit Park Drive, Suite Suite 210, Independence, OH 44131 • United States
2929 Kenny Road Suite 215, Columbus, OH 43221 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-11-04 |
| TX | RA | APPROVED | 2019-11-04 |
Branch Locations
2 Summit Park Drive, Suite 210, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 02/2003 | 01/2017 |
| Lincoln Investment | Independence | OH | 01/2017 | Present |
DIVERSIFIED WEALTH MANAGEMENT COMPANY, INC. POSITION: President NATURE: Pass through entity for tax/accounting purposes INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2021 ADDRESS: 360 West Homestead Drive, Aurora OH 44202, United States DESCRIPTION: Diversified Wealth Management Company was created to pay office expenses. Those expenses range from payment of office personnel, business related expenses ( IT, Copier, Postage, etc.). HEALTH KARMA POSITION: Sales Associate, Agent NATURE: Health Care INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/29/2024 ADDRESS: 104 North 4th Street, Leesburg FL 34748, United States DESCRIPTION: Offering health care benefits to groups
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-14 |
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