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Wilmette, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-05-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc | Fairfield | IA | 12/2014 | 03/2019 |
| Cambridge Investment Research Advisors Inc | Fairfield | IA | 12/2014 | 03/2019 |
| Kingsbury Capital, Inc | Evanston | IL | 04/2019 | 12/2019 |
| Kingsbury Capital Investment Advisors, Llc | Evanston | IL | 04/2019 | Present |
| Cabot Lodge Securities Llc | Schaumburg | IL | 02/2020 | Present |
| Legacy Wealth Advisors, Llc | Orlando | FL | 04/2019 | Present |
1) Kingsbury Capital Investment Advisors DBA Legacy Capital Wealth Advisors, LLC, Investment Related, Winter Haven, FL, IAR/Partner/Financial Advisor, 4/2019, 30 hours per month, 30 hours during trading hours, Managing funds for clients and financial planning, 2) Legacy Wealth Advisors, LLC, Investment Related, Insurance Sales, Orlando, FL, Financial Advisor, Partner, 4/2019, 30 hours per month, 30 hours during trading hours, Investment Advisor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-18 |
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