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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-01-11 |
Branch Locations
6690 Hammersmith Drive, East Syracuse, NY 13057 • United States
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 |
Branch Locations
6690 Hammersmith Drive, East Syracuse, NY 13057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Syracuse | NY | 09/1986 | 01/2017 |
| Legend Advisory Corporation | Palm Beach Gardens | FL | 07/2011 | 09/2019 |
| Lincoln Investment | East Syracuse | NY | 01/2017 | Present |
| Lincoln Investment | Fort Washington | PA | 01/2017 | Present |
| Capital Analysts | Fort Washington | PA | 01/2022 | Present |
CHOICE PAY INC POSITION: 40% owner Vice President NATURE: Payroll services INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/03/1991 ADDRESS: 6311 Fly Rd, East Syracuse NY 13057, United States DESCRIPTION: SOLD PRACTICE 7.01.2021 A TO Z INCOME TAX SERVICE INC POSITION: CEO NATURE: Tax Services INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/15/1979 ADDRESS: 6311 Fly Road, East Syracuse NY 13057, United States DESCRIPTION: Listed as CEO per NY Secretary of State but not actively engaged with this company so no active duties. VG PROPERTIES OF CNY LLC POSITION: Registered Agent NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/03/2019 ADDRESS: 3117 Corlear Drive, Baldwinsville NY 13027, United States DESCRIPTION: All duties ended as of 04/30/2020. Not actively engaged with this company and no longer an owner. Grandjean, Wagner, Beiter & Co, LLC POSITION: EMPLOYEE NATURE: ACCOUNTING & TAX PRACTICE INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/02/2019 ADDRESS: 6690 Hammersmith Drive, EAST SYRACUSE NY 13057, United States DESCRIPTION: PREPARE TAX RETURNS FOR INDIVIDUALS AND BUSINESSES. This business was also previously known as GW Accounting & Tax Services, Inc.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-10-19 |
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