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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-09-19 |
| CA | RA | APPROVED | 2017-06-09 |
Branch Locations
555 Capitol Mall Suite 747, Sacramento, CA 95814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Sacramento | CA | 11/2016 | 06/2017 |
| Raymond James Financial Services Advisors Inc | Sacramento | CA | 06/2017 | Present |
| Legacy Wealth Management | Sacramento | CA | 06/2017 | Present |
| Wells Fargo Advisors, Llc | Sacramento | CA | 10/2011 | 11/2016 |
(1)Name of Business: Legacy Wealth Management Address: 555 Capitol Mall Suite 747, Sacramento, CA, 95814, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/02/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner/FA (2)Name of Business: Next Legacy Address: 2300 Orchard Ln, Sacramento, CA, 95833, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 03/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Minority owner and occasional business consultant.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-19 |
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