Jeffrey Ryan Hall

Current Employers

Employment History

• 01/2010 → Present
  Capital Analysts Incorporated
  Cincinnati, OH
• 06/2012 → Present
  Lincoln Investment
  Kennett Square, PA
• 11/2022 → Present
  Legacy Solutions, Llc
  Kennett Square, PA

Previous Registrations

• 2010-03-22 → 2012-06-01
  Cincinnati Analysts, Inc.
  Kennett Square, PA

Other Businesses

CORNERSTONE STUDY GROUP POSITION: vice-president NATURE: study group INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/20/2021 ADDRESS: 801 Corporate Center Drive, Suite 110, Raleigh NC 27607, United States DESCRIPTION: help with planning meetings and membership DOWNINGTOWN AREA CHAMBER OF COMMERCE POSITION: Volunteer - Board Member NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 216 E Lancaster Ave, Downingtown PA 19335, United States DESCRIPTION: monthly board meeting, and if needed to volunteer with community activities 209 N PENN ST POSITION: When I moved we began to rent NATURE: Rental INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2015 ADDRESS: 209 N Penn St West Chester, PA 19380, United States DESCRIPTION: This is my rental property which has tenants there. It is passive as I only will have to check in maybe once a month or see if they need anything LEGACY SOLUTIONS, LLC POSITION: IAR NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 150 START DATE: 08/01/2022 ADDRESS: 206 N Union St, Kennett Square PA 19348, United States DESCRIPTION: Investment advisory services and financial planning on the RIA side, then also some commissionable life insurance through a BGA

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-02-05
• S63 Uniform Securities Agent State Law Examination
  2004-09-30

Designations

Other Names

• Jeff Hall