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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-06-20 |
Branch Locations
14500 S. Outer 40, Ste 200, Town And Country, MO 63017 • United States
Herculaneum, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Allied Securities, Inc. | San Diego | CA | 04/2016 | 02/2021 |
| Full-Time Education | Springfield | MO | 05/2014 | 05/2018 |
| First Allied Securities, Inc | San Diego | CA | 02/2021 | 09/2022 |
| Cetera Investment Advisers Llc | Town And Country | MO | 02/2021 | 06/2023 |
| Cetera Advisors Llc | Town And Country | MO | 09/2022 | 06/2023 |
| Lpl Financial Llc | Town And Country | MO | 06/2023 | Present |
1-06/2023 / LEGACY WEALTH ADVISORS, INC / DBA for LPL Business (entity for LPL business) / Investment Related / 160 HRs Mnth/ 40 Hrs Trading/ 100 Time Spnt Prcnt/ start date 05/01/2016 2- 11/02/2023 - Legacy Wealth Advisors - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 10/24/2023 - 5 Hours Per Month/ During Trading 3- 03/19/2024 - Legacy Tax Advisors, LLC - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 02/01/2024 - 1 Hour Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-22 |
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