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Andrew John Court

Legacy Wealth Management, Inc.

Cape Coral, FL

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Current Employers
Legacy Wealth Management, Inc.

Cape Coral, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-02-25
WI RA APPROVED 2025-02-25
  • FL RA
    APPROVED
    Since 2025-02-25
  • WI RA
    APPROVED
    Since 2025-02-25

Branch Locations

Cape Coral, FL • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Gradient Securities, Llc Arden Hills MN 05/2017 11/2019
Summit San Simeon, Llc Eau Claire WI 06/2013 Present
Shareholder, Llc Cape Coral FL 07/2013 Present
Premier Property Management Llc Eau Claire WI 04/2017 Present
Legacy Camps International Inc Eau Claire WI 01/2008 Present
Sellstate Priority Realty Cape Coral FL 12/2018 Present
Legacy Wealth Management, Inc. Cape Coral FL 01/2020 Present
Independent Insurance Agent Cape Coral GA 08/2017 Present
  • 05/2017 → 11/2019
    Arden Hills, MN
  • 06/2013 → Present
    Summit San Simeon, Llc
    Eau Claire, WI
  • 07/2013 → Present
    Shareholder, Llc
    Cape Coral, FL
  • 04/2017 → Present
    Premier Property Management Llc
    Eau Claire, WI
  • 01/2008 → Present
    Legacy Camps International Inc
    Eau Claire, WI
  • 12/2018 → Present
    Sellstate Priority Realty
    Cape Coral, FL
  • 01/2020 → Present
    Cape Coral, FL
  • 08/2017 → Present
    Independent Insurance Agent
    Cape Coral, GA
Previous Registrations
Other Businesses

1). SUMMIT SAN SIMEON, LLC; INV RELATED; 1740 BRACKETT AVE, EAU CLAIRE, WI 54701; REAL ESTATE RENTALS; PART OWNER; START 06/2013; 12 HOURS PER MONTH, 4 HOURS DURING SECURITIES TRADING HOURS; MANAGE RENTALS. 2). SHAREHOLDER, LLC; INV RELATED; 5248 SEMINOLE COURT, CAPE CORAL, FL 33904; REAL ESTATE RENTALS; OWNER; START 07/2013; 2 HOURS PER MONTH, 1 HOUR DURING SECURITIES TRADING HOURS; SUPERVISE MANAGEMENT COMPANY. 3). PREMIER PROPERTY MANAGEMENT, LLC; INV RELATED; 1740 BRACKETT AVE, EAU CLAIRE, WI 54701; REAL ESTATE; OWNER; START 04/2017; 6 HOURS PER MONTH, 3 HOURS DURING SECURITIES TRADING HOURS; MANAGE RENTALS. 7. INDEPENDENT AGENT; INV RELATED; 5248 SEMINOLE COURT, CAPE CORAL, FL 33904; FIXED INSURANCE; INSURANCE AGENT; START 01/2018; 20 HOURS PER MONTH, 20 HOURS DURING SECURITIES TRADING HOURS; 4). FIXED INSURANCE SALES AND DBA FOR SECURITIES/ADVISORY SERVICES. 5). SELLSTATE PRIORITY REALTY; INVESTMENT RELATED; 5248 SEMINOLE CT, CAPE CORAL, FL 33904; REAL ESTATE; REAL ESTATE AGENT; START 12/2018; 3 HOURS PER MONTH; 3 HOURS DURING TRADING HOURS; REAL ESTATE AGENT. 9; Windmare LLC Charter Boat Business 11/2014

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1988-06-08
  • S63 Uniform Securities Agent State Law Examination
    1988-06-08
Designations

View on SEC IAPD

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