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6315 Emerald Parkway, Dublin, OH 43016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-06-20 |
| FL | RA | APPROVED | 2022-08-30 |
| TX | RA | APPROVED_RES | 2021-06-01 |
| OH | RA | APPROVED | 2021-04-02 |
Branch Locations
3 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Wealth Partners Dba Legacy Retirement Group | Dublin | OH | 11/2015 | Present |
| Retirement Wealth Advisors, Inc. | Columbus | OH | 12/2015 | 01/2019 |
| Claraphi Advisory Network, Llc | Aliso Viejo | CA | 12/2018 | 03/2021 |
| Central Ohio Retirement Institute, Llc | Dublin | OH | 01/2017 | 01/2021 |
| Legacy Advisory Network, Llc | Dublin | OH | 01/2021 | Present |
(1) Legacy Wealth Partners dba Legacy Retirement Group, 6315 Emerald Pkwy Dublin, OH 43016, INSURANCE SALES, LIFE INSURANCE, ANNUITIES, 03/1993 - PRESENT Hours Dedicated: (35 per week, 30 per week during trading hours)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-25 |
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