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117 East Fourth Street, Covington, KY 41011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-01-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Financial Advisors | Covington | KY | 06/2006 | Present |
| Triad Advisors | Norcross | GA | 08/2011 | Present |
1)APPOINTMENT WITH MULTIPLE INSURANCE CARRIERS 2)4TH STREET, LLC - REAL ESTATE - OWNS THE BUILDING LEGACY OCCUPIES - 33.3% MEMBER 3)LEGACY FINANCIAL ADVISORS DBA SCROGGINS FINANCIAL SERVCIES 4)Bridge Partners,USA;not investment related;117 E. 4th Street,Covington,KY 41094;insurance solution for advisors;owner 33.3%;3/30/2017;1-5 hrs/month;<1 hr during trading;build pipelines with other RIA firms or insurance shops,offer Bridge Partners as an insurance solution to their insurance needs. 5)Financial Fitness Powered by Legacy,LLC;not investment related;117 E 4th Street,Covington,KY 41011;education;16% owner;11/1/2020;2-3 hrs/month;<1 hr during trading;refer program to companies
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-07-12 |
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