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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2024-05-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Insurance Advisors | Tulsa | OK | 11/2010 | Present |
| Woodbury Financial Services, Inc. | Tulsa | OK | 11/2011 | 01/2024 |
| Osaic Wealth, Inc. | Tulsa | OK | 01/2024 | 05/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2024 | Present |
1) LEGACY INSURANCE ADVISOR, 4880 S LEWIS AVE TULSA OK, 11/2007, OWNER, INSURANCE/BENEFITS/HUMAN RESOURCES, NIR, 20 HR/MO 20 HR/MO TRADING 2) LEGACY RISK MANAGEMENT, 4880 S LEWIS AVE TULSA OK, 01/2013, OWNER, INSURANCE/BENEFITS/HUMAN RESOURCES, NIR, 2 HR/MO 2 HR/MO TRADING 3) LEGACY TRIBAL SERVICES, 4880 S LEWIS AVE TULSA OK, 01/2021, OWNER, CONSULTING/COACHING, NIR, 2 HR/MO 2 HR/MO TRADING 4) THE LEGACY WAY, 4880 S LEWIS AVE TULSA OK, 01/2013, OWNER, CONSULTING/COACHING, NIR, 5 HR/MO 0 HR/MO TRADING 5) VSAWP, 4880 S LEWIS AVE TULSA OK, 01/02021, OWNER, OWNER/PARTNER OF A BUSINESS ENTITY, NIR, 1HR/MO 0 HR/MO TRADING 6) LEGACY REALTY ADVISORS, 4880 S LEWIS AVE TULSA OK, 01/01/2023, OWNER, REAL ESTATE, NIR, 2 HR/MO 2 HR/MO TRADING 7) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 05/2024, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO 40 HR/MO TRADING 8) LEGACY WEALTH MANAGEMENT, 4880 S. Lewis Ave, Tulsa OK 74105, United States, 09/01/2010, Owner, Using a Trade Name / DBA, INV REL, 20 HR/MO 20 HR/MO TRADING 9) LEGACY HEALTHCARE SERVICES, 4880 S. Lewis Ave, Tulsa OK 74105, United States, 07/01/2024, Owner, Consulting/Coaching, NIR, 10 HR/MO 10 HR/MO TRADING 10) ZNO HONEY, 20734 E Clear Brook Rd, Owasso OK 74055, United States, 01/28/2025, President, Healthcare, NIR, 4 HR/MO - 1 HR/MO TRADING 11) MODERN MEDICAL SUPPLIES, 19453 Redbud Dr., Unit 7C, Catoosa, OK 74015, United States, START DATE 01/2024, Owner, Healthcare, NIR, 4 HR/MO - 1 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-22 |
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