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Legacy Wealth Advisors, Inc. CRD 114868
$49.9M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
408 Water Street, Waxahachie, TX 75165 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Wealth Advisors, Inc. | Waxahachie | TX | 08/2016 | Present |
Chris' Christmas Lights; Non-investment related; address: Chris Tucker private residence; installing Christmas lights; owner and only employee; start date: November 2009, seasonal work - 40 hours each year doing this business; 0 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-29 |
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