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1971 English Tavern Road, Lynchburg, VA 24501 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-11-12 |
| TX | RA | APPROVED_RES | 2025-11-12 |
| VA | RA | APPROVED | 2022-08-16 |
Branch Locations
1971 English Tavern Road, Lynchburg, VA 24501 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Caitlin John, Llc | Brighton | MI | 02/2017 | 08/2022 |
| Old Dominion Insurance Partners, Llc | Lynchburg | VA | 07/2016 | Present |
| Legacy Wealth Management Group, Inc. | Lynchburg | VA | 08/2022 | Present |
| Legacy Auditorium, Llc | Lynchburg | VA | 07/2017 | Present |
Insurance sales; investment-related; Lynchburg, VA; Insurance agent; start date: 01/2022; approximately 20 hrs/mo during trading hours; sales of various insurance products. Old Dominion Insurance Partners, non-investment related business dealing with P&C Insurance and Medicare Supplements. It is located at 1971 English Tavern Road, Suite B, Lynchburg, VA 24501 and was established in July of 2016. Mr. Stamm devotes approximately 120 hours per month to this business. The same amount of time is devoted during securities trading hours. Joshua Stamm is a co-owner of Legacy Auditorium, LLC which maintain books and records pertaining to the rental of Legacy Private Wealth Management's auditorium by outside organizations. This business is not investment related and was started in July of 2017. It is located at 1971 English Tavern Road, Lynchburg, VA 24501. This activity takes approximately 1-5% of time spent per week during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-28 |
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