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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-05-06 |
Branch Locations
18323 Bothell Everett Hwy Suite 330, Bothell, WA 98012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Edmonds | WA | 09/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Edmonds | WA | 11/2016 | 05/2021 |
| Raymond James Finanical Services, Inc | Bellevue | WA | 05/2021 | Present |
| Raymond James Finanical Services Advisors, Inc | Bellevue | WA | 05/2021 | Present |
| Scott's Cutting Edge Lawn Care, Inc | Snohonish | WA | 02/1995 | Present |
| Rental Property | Snohanish | WA | 08/2016 | Present |
| Legacy Wealth Partners | Bothell | WA | 05/2021 | Present |
(1)Name of Business: Legacy Wealth Partners Address: 18323 Bothell Everett Hwy Ste 330, Bothell, WA, 98012, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/06/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Senior registered client associate (2)Name of Business: Scott's Cutting Edge Lawn Care, Inc Address: 17411 87th Ave SE, Snohomish, WA, 98296, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/01/1995 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Billing and general bookkeeping functions
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-10 |
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