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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 Advisory Services, Llc | Exton | PA | 01/2008 | Present |
| Legacy Wealth Management, Llc | Exton | PA | 01/2008 | Present |
| Ridgeway & Conger, Inc. | New Woodstock | NY | 02/2009 | Present |
| Fortune Financial Services, Inc. | Monaca | PA | 03/2016 | Present |
LEGACY ADVISORY SERVICES- RIA LOCATED AT THE SAME LOCATION AS BRANCH OFFICE. OFFICER - PROVIDE FINANCIAL PLANNING AND INVESTMENT SERVICES FOR CLIENT ACCTS. -10% OF ANNL COMP FROM THIS ACTIVITY APPROX. $30K- FORM ADV ON FILE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-05 |
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