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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-06 |
| WA | RA | APPROVED | 2021-05-06 |
Branch Locations
18323 Bothell-Everett Hwy. Suite 330, Bothell, WA 98012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Edmonds | WA | 04/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Edmonds | WA | 11/2016 | 05/2021 |
| Raymond James Financial Services, Inc. | Bothell | WA | 05/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Bothell | WA | 05/2021 | Present |
| Legacy Wealth Partners | Bothell | WA | 05/2021 | Present |
(1)Name of Business: Legacy Wealth Parnters Address: 18323 Bothell Everett Hwy Ste 330, Bothell, WA, 98012, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/06/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-09 |
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