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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-30 |
| FL | RA | APPROVED | 2026-01-08 |
| TX | RA | APPROVED_RES | 2026-01-02 |
Branch Locations
3161 W White Oaks Drive, Suite 104, Springfield, IL 62704 • United States
871 Venetia Bay Boulevard, Suite 200, Venice, FL 34285 • United States
Venice, FL • United States
1300 W. Commerce Drive, Suite 700 , Peoria, IL 61615 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Choice Solutions Inc | Metamora | IL | 07/1998 | 12/2021 |
| Lion Street Financial | Peoria | IL | 02/2017 | 01/2020 |
| Lion Street Advisors | Peoria | IL | 02/2017 | 01/2020 |
| Woodbury Financial Services Inc | East Peoria | IL | 01/2020 | 01/2024 |
| Osaic Wealth, Inc. | Springfield | IL | 01/2024 | 01/2026 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2026 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2026 | Present |
1. LEGACY PRIVATE WEALTH ADVISORS, 11564 Renaissance Blvd, Venice FL 34293, United States, 01/02/2026, Owner, DBA Name, INV REL, 160 HR/MO - 156 HR/MO TRADING 2. SEASIDE KEY FINANCIAL, INC., 11564 Renaissance Blvd, Venice FL 34293, United States, 01/01/2022, Owner, S Corp set up for tax purposes & reporting as well as processing payroll & benefits., NIR, 2 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-19 |
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