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Current Employers
Legacy Planning Advisors, Llc

5400 Laurel Springs Parkway Suite 101, Suwanee, GA 30024 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-06-10
  • GA RA
    APPROVED
    Since 2024-06-10

Branch Locations

5400 Laurel Springs Parkway Suite 101, Suwanee, GA 30024 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
E*Trade Securities Llc Alpharetta GA 09/2020 08/2021
University Of Georgia Athens HI 08/2015 05/2019
Young Women's Christian Organization Athens GA 09/2017 12/2017
University Of Georgia Campus Reservation, Events, And Technical Athens GA 01/2018 05/2018
Uga Concussion Lab Athens GA 06/2018 05/2019
Pathways Transition Programs Decatur GA 06/2019 09/2020
E*Trade Securities Llc Alpharetta GA 08/2021 05/2022
The Strategic Financial Alliance, Inc. Atlanta GA 05/2022 Present
  • 09/2020 → 08/2021
    E*Trade Securities Llc
    Alpharetta, GA
  • 08/2015 → 05/2019
    University Of Georgia
    Athens, HI
  • 09/2017 → 12/2017
    Young Women's Christian Organization
    Athens, GA
  • 01/2018 → 05/2018
    University Of Georgia Campus Reservation, Events, And Technical
    Athens, GA
  • 06/2018 → 05/2019
    Uga Concussion Lab
    Athens, GA
  • 06/2019 → 09/2020
    Pathways Transition Programs
    Decatur, GA
  • 08/2021 → 05/2022
    E*Trade Securities Llc
    Alpharetta, GA
  • 05/2022 → Present
    The Strategic Financial Alliance, Inc.
    Atlanta, GA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-04-19
  • S63 Uniform Securities Agent State Law Examination
    2021-04-19
Designations

View on SEC IAPD

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