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5 Apollo Road, Suite 100, Plymouth Meeting, PA 19462 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2011-10-05 |
Branch Locations
5 Apollo Road, Suite 100, Plymouth Meeting, PA 19462 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Legacy Advisors, Llc | Plymouth Mtg | PA | 01/2011 | Present |
| M Holdings Securities,Inc. | Portland | OR | 02/2011 | Present |
1) LEGACY ADVISORS, LLC; 401 PLYMOUTH ROAD, SUITE 150, PLYMOUTH MEETING, PA 19462; 01/24/2011; RETIREMENT PLAN SERVICES ADVISOR; PROVIDE INVESTMENT AND/OR FINANCIAL PLANNING ADVICE/SERVICES TO CLIENTS; INVESTMENT RELATED; 200 HOURS/MONTH; 200 HOURS/MONTH DURING BUSINESS HOURS; WAGES, SALARY, TIPS. 2) M. Holdings Securities, Inc., Portland, OR; Investment-Related; Position: Registered Representative, Start: 2/2011; 40 hrs per week during trading hours; Securities Sales. 3) The Legacy Foundation, Portland, OR; Non-Profit/Non-investment Related; Position: Search Committee Member (non-compensated position); 5 hrs per month during trading hours. 4) Independent, Portland, OR; Investment-Related; Position: Private Placement sales; 1 hr per week during trading hours. 5) MIGNOGNA FAMILY, LLC; 3 LEGENDS LANE, MANTUA, NJ 08051; 01/01/2016; PRESIDENT; DUTIES REGARDING OWNING A RENTAL PROPERTY; NOT INVESTMENT RELATED; 2 HOURS/MONTH; 0 HOURS/MONTH DURING BUSINESS HOURS; RENTAL INCOME 6) Legacy Advisors; 5 Apollo Road Plymouth Meeting, PA 19462; Member Firm Affiliation; Investment Related; Retirement Plan Services Advisor; Advisory Services to Retirement Plan Sponsors And Individual Investors; 01/01/2011; 160 hours per month; 160 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-26 |
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