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6501 Weston Pkwy Suite #300, Cary, NC 27513 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-28 |
| NC | RA | APPROVED | 2021-05-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2016 | 05/2021 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2016 | 05/2021 |
| Family Legacy Financial Solutions, Llc | Cary | NC | 02/2021 | Present |
1. FAMILY LEGACY FINANCIAL SOLUTIONS, 1000 CENTREGREEN WAY STE 190, CARY, NC, 9/2014 AS MANAGING MEMBER/INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 5/WEEKLY 0/TRADE 2. FAMILY LEGACY FINANCIAL SOLUTIONS, 1000 CENTREGREEN WAY STE 190, CARY, NC, 02/01/2016 MANAGING MEMBER. INVESTMENT RELATED INV REL - 30/WK - 5/TRADING. 3.TRIANGLE TECH NET LLC, 1000 CENTREGREEN WAY STE 190, CARY, NC, 5/2016 AS ORGANIZER OF NETWORKING GROUP, NIR - 2/MO - 0/TRADING. 4. FAMILY LEGACY TAX SOLUTIONS, LLC, 1000 CENTRE GREEN WAY, STE 190, CARY, NC, CPA/ENROLLED AGENT/TAX PREP, 03/12/21, NIR, CEO AND MANAGING PARTNER, 1/MO- 0/TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-04 |
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