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500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-08-02 |
Branch Locations
3525 Whitehall Park Drive Suite 180, Charlotte, NC 28273 • United States
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • 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 |
|---|---|---|---|---|
| Family Legacy Group, Inc. | Charlotte | NC | 11/2003 | Present |
| Family Legacy Wealth Management Llc | Charlotte | NC | 02/2010 | 07/2023 |
| Bts Asset Management | Lexington | MA | 04/2012 | 07/2023 |
| Formula Folios Investments | Grand Rapids | MI | 07/2014 | 07/2023 |
| Sound Income Strategies Llc | Fort Lauderdale | FL | 07/2023 | Present |
1. FAMILY LEGACY GROUP INC. - 3525 WHITEHALL PARK DR., STE 180 CHARLOTTE, NC 28273 - FIXED INSURANCE; SALES PROFESSIONAL;WORKING WITH CLIENTS TO PROVIDE FIXED PRODUCTS IN INSURANCE, FIXED ANNUITIES AND MEDICARE AND LONG TERM CARE; 11/2003 - PRESENT; THIS ENCOMPASSES APPROXIMATELY 50% OF BUSINESS HOURS. INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-22 |
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