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485 Underhill Blvd. Suite 100, Syosset, NY 11791 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-20 |
Branch Locations
485 Underhill Blvd. Suite 100, Syosset, NY 11791 • 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 |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 05/2000 | 05/2024 |
| Tiaa Institutional & Individual Services, Llc | Denver | CO | 05/2000 | 05/2024 |
| Legacy Edge Advisors, Llc | Syosset | NY | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-12 |
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