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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-22 |
| WA | RA | APPROVED | 2024-05-09 |
Branch Locations
37 S Wenatchee Avenue Suite F304, F305, Wenatchee, WA 98801 • United States
112 Old Station Rd Suite B, Wenatchee, WA 98801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | Wenatchee | WA | 09/2009 | 05/2024 |
| Raymond James Financial Services, Inc. | Wenatchee | WA | 05/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Wenatchee | WA | 05/2024 | Present |
| Not Provided | Chelan | WA | 05/2024 | Present |
(1)Name of Business: Legacy Wealth AMP, LLC Address: 112 Olds Station Rd Ste B, Wenatchee, WA, 98801-5969, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/09/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: Wealth Advisor affiliated with RJFS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-08 |
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