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5 Apollo Road, Suite 100, Plymouth Meeting, PA 19462 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-03-24 |
Branch Locations
5 Apollo Road, Suite 100, Plymouth Meeting, PA 19462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ironview Capital Management Llc | King Of Prussia | PA | 01/2019 | 03/2020 |
| Unemployed | King Of Prussia | PA | 01/2019 | 01/2019 |
| University Of Delaware | Newark | DE | 02/2016 | 05/2017 |
| Sei | Oaks | PA | 06/2017 | 12/2018 |
| Ironview Capital Management | King Of Prussia | PA | 01/2019 | 03/2020 |
| Legacy Advisors Llc | Plymouth Meeting | PA | 03/2020 | Present |
| Legacy Advisors, Llc | Plymouth Meeting | PA | 03/2020 | Present |
Legacy Advisors LLC; 5 Apollo Rd, Suite 100, Plymouth Meeting, PA 19462; Investment Advisory Representative (IAR of Hybrid RIA); Investment related; Director of Advisory Services/Client Advisor; Managing aspects of the firm, managing client relationships and finding new business opportunities; 3/16/2020; 200 hr/mo; 160 hr/mo during trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-09-02 |
| S65 | Uniform Investment Adviser Law Examination | 2019-01-09 |
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