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4475 Us 1 South Suite 207, St Augustine, FL 32086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-07-08 |
Branch Locations
4475 Us 1 South Suite 207, St Augustine, FL 32086 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legatum Services Llc | St Augustine | FL | 07/2022 | Present |
| Crough Financial Services Llc | Ponte Vedra Beach | FL | 01/2014 | Present |
| Stratefgic Sales And Marketing | Avon | CT | 08/2016 | 10/2017 |
| Highland Financial Advisors | St Augustine | FL | 01/2017 | 12/2019 |
| Foundation For Legacy Planning | St Augustine | FL | 07/2022 | Present |
Crough Financial Services as owner non-investment related 3105 La Reserve Drive Ponte Vedra Beach FL 32082-1940 insurance started 01/2014 approximately 5 hours/month 0 hours/mo during trading hours administrative duties mainly,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-26 |
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