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Dominic Velardi

Lincoln Investment

Fort Washington, PA

Rochester, NY

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Current Employers
Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-03-25
  • NY RA
    APPROVED
    Since 2021-03-25

Branch Locations

601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States

1425 Jefferson Road, Rochester, NY 14623 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Legend Equities Corporation Palm Beach Gardens FL 01/1994 01/2017
Legend Advisory Corporation Palm Beach Gardens FL 01/2006 09/2019
Lincoln Investment Rochester NY 01/2017 Present
  • 01/1994 → 01/2017
    Legend Equities Corporation
    Palm Beach Gardens, FL
  • 01/2006 → 09/2019
    Legend Advisory Corporation
    Palm Beach Gardens, FL
  • 01/2017 → Present
    Lincoln Investment
    Rochester, NY
Previous Registrations
  • 2006-01-09 → 2019-10-04
    Legend Advisory, Llc
    Palm Beach Gardens, FL
    Rochester, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-12-06
S63 Uniform Securities Agent State Law Examination 1986-08-07
  • S65 Uniform Investment Adviser Law Examination
    1995-12-06
  • S63 Uniform Securities Agent State Law Examination
    1986-08-07

View on SEC IAPD

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