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Christopher David Proctor

Legacy Financial Strategies, LLC

Overland Park, KS

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Current Employers
Legacy Financial Strategies, Llc

5400 Colllege Blvd. Ste. A, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-12-21
KS RA APPROVED 2018-05-08
  • TX RA
    APPROVED_RES
    Since 2021-12-21
  • KS RA
    APPROVED
    Since 2018-05-08

Branch Locations

5400 Colllege Blvd. Ste. A, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Investment Management Llc Houston TX 05/2008 05/2018
Legacy Financial Strategies, Llc Overland Park KS 05/2018 Present
Previous Registrations
  • 2002-05-15 → 2003-06-30
    Morgan Stanley Dw Inc.
    Overland Park, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-05-14
S63 Uniform Securities Agent State Law Examination 1998-07-17
  • S66 Uniform Combined State Law Examination
    2002-05-14
  • S63 Uniform Securities Agent State Law Examination
    1998-07-17

View on SEC IAPD

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