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Current Employers
Legacy Wealth Advisors, Llc

41700 Hayes Road Suite A, Clinton Township, MI 48038 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2017-01-30
  • MI RA
    APPROVED
    Since 2017-01-30

Branch Locations

41700 Hayes Road Suite A, Clinton Township, MI 48038 • 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
Contour Insurance Solutions Llc Macomb MI 07/2013 Present
Legacy Wealth Advisors, Llc Clinton Township MI 01/2016 Present
Previous Registrations
  • 2016-01-06 → 2016-12-31
    Clinton Township, MI
  • 2013-11-21 → 2016-01-05
    Legend Advisory, Llc
    Berkley, MI
    Palm Beach Gardens, FL
    Royal Oak, MI
Other Businesses

CONTOUR INSURANCE SOLUTIONS; INVESTMENT RELATED; CLINTON TOWNSHIP, MI 48038; INSURANCE PRODUCTS ANDSERVICES; PRESIDENT/INSURANCE AGENT; 8HRS/8HRS; SALES OF INSURANCE PRODUCTS AND SERVICES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-11-19
S63 Uniform Securities Agent State Law Examination 2007-01-10
  • S65 Uniform Investment Adviser Law Examination
    2013-11-19
  • S63 Uniform Securities Agent State Law Examination
    2007-01-10
Other Names
  • Greg Carrico

View on SEC IAPD

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