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658 Exton Commons, Exton, PA 19341 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2008-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Wealth Management, Llc | Exton | PA | 01/2008 | Present |
| Legacy Advisory Services, Llc | Exton | PA | 01/2008 | Present |
| Fortune Financial Services, Inc. | Monaca | PA | 03/2018 | Present |
LEGACY WEALTH MANAGEMENT, LLC, PARTNER LEGACY ADVISORY SERVICES, LLC, PARTNER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-01 |
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