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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-01-23 |
Branch Locations
780 94Th Ave N, St. Petersburg, FL 33702 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-06-12 |
Branch Locations
780 94Th Avenue North Suite 107, St. Petersburg, FL 33702 • United States
1222 Se 47Th Street Suite 310, Cape Coral, FL 33904 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 10/1995 | 01/2017 |
| Lincoln Investment | St. Petersburg | FL | 01/2017 | Present |
JS FLORIDA PROPERTY POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/29/2001 ADDRESS: 9675 4th St No, St. Petersburg FL 33702, United States DESCRIPTION: Office Building NORTHEAST PRESBYTERIAN CHURCH POSITION: Elder, President NATURE: Church Board INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 02/01/2015 ADDRESS: 4400 Shore Acres Blvd. Ne, St. Petersburg FL 33703, United States DESCRIPTION: Church Board INSURANCE SALES POSITION: Agent NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 8 START DATE: 01/15/1981 ADDRESS: 780 94th Ave No, Suite 107, St. Petersburg FL 33702, United States DESCRIPTION: Insurance Sales GLOBAL FINANCIAL ASSOC. POSITION: Owner NATURE: Global Financial Assoc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/15/1995 ADDRESS: 780 94th Ave No, Suite 107, St. Petersburg FL 33702, United States DESCRIPTION: Owner SUNCOAST WEALTH SOLUTIONS POSITION: Owner, President, Director NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 8 START DATE: 07/01/2018 ADDRESS: 780 94th Ave No, Suite 107, St Petersburg FL 33702, United States DESCRIPTION: Owner, President, Director duties. DBA for Lincoln business
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-07-16 |
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