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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-09-05 |
Branch Locations
4401 Northside Pkwy Nw #900, Atlanta, GA 30327 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 03/2014 | 11/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 11/2018 | 03/2022 |
| Bank Of America, N.A. | Atlanta | GA | 01/2019 | 03/2022 |
| Avantax Investment Services, Inc. | Atlanta | GA | 03/2022 | 09/2025 |
| Avantax Advisory Services | Atlanta | GA | 03/2022 | 09/2025 |
| Avantax Insurance Agency, Llc | Atlanta | GA | 03/2022 | 09/2025 |
| Legacy Capital Advisors, Llc | Atlanta | GA | 03/2022 | Present |
| Cetera Wealth Services, Llc | Atlanta | GA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
2) LEGACY CAPITAL ADVISORS, LLC POSITION: Financial Advisor NATURE: Financial planning and advising INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/04/2022 ADDRESS: 4401 Northside Pkwy NW, Suite 900, Atlanta GA 30327, United States DESCRIPTION: Client management Account management Retirement planning Client acquisition Client retention
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-23 |
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