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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 | 2017-09-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Teachers Sharing Answers | Belleview | FL | 10/1989 | Present |
| Rental Property | Belleview | FL | 01/2000 | Present |
| Legend Equities Corporation | Palm Beach Gardens | FL | 06/2003 | 01/2017 |
| American Reverse Mortgage | Ocala | FL | 07/2002 | Present |
| Legend Advisory Corporation | Palm Beach Gardens | FL | 03/2016 | 09/2019 |
| Lincoln Investment | Belleview | FL | 01/2017 | Present |
TEACHERS SHARING ANSWERS POSITION: Owner, Agent NATURE: Life/Fixed Annuity Sales & Tax/Accounting Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 85 SECURITIES TRADING HOURS: 60 START DATE: 08/18/1981 ADDRESS: 11413 SE US Hwy 301, Belleview FL 34420, United States DESCRIPTION: meet with clients, determine needs, run proposals, sales. Flow through entity for commissions. BERT AND EILEEN RITTER, INDIVIDUALS, PROPERTY RENTALS POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 3 START DATE: 08/01/1985 ADDRESS: 11413 SE US Hwy 301, Belleview FL 34420, United States DESCRIPTION: Complete contracts, collect rent, advertise, oversee maintenance, pay bills
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-09 |
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