Joshua David Stamm

Employer firm

Legacy Wealth Management Group, Inc. CRD 322235

$290M regulatory AUM 220 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2017 → 08/2022
  Caitlin John, Llc
  Brighton, MI
• 07/2016 → Present
  Old Dominion Insurance Partners, Llc
  Lynchburg, VA
• 08/2022 → Present
  Legacy Wealth Management Group, Inc.
  Lynchburg, VA
• 07/2017 → Present
  Legacy Auditorium, Llc
  Lynchburg, VA

Previous Registrations

• 2017-03-13 → 2022-08-16
  Simplyria Advisor Network
  Lynchburg, VA
  Brighton, MI
• 2008-03-28 → 2016-12-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Roanoke, VA
  Lynchburg, VA
• 2005-01-19 → 2008-04-14
  Ubs Financial Services Inc.
  Lynchburg, VA
  Lynchburg, VA

Other Businesses

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.

Exams

• S66 Uniform Combined State Law Examination
  2005-01-18
• S63 Uniform Securities Agent State Law Examination
  2002-08-28