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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED | 2025-11-20 |
Branch Locations
9400 Williamsburg Plaza, Suite 200, Louisville, KY 40220 • United States
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Securities | Louisville | KY | 01/2014 | 11/2016 |
| Cetera Advisor Networks, Llc | El Segundo | CA | 12/2016 | 11/2020 |
| Legacy Wealth Strategies Limited Liability Company | Shelbyville | KY | 05/2018 | 07/2025 |
| Legacy Advisory Services, Llc | Louisville | KY | 11/2005 | 12/2023 |
| Bryce H. Lanham, Sole Proprietor | Louisville | KY | 12/2016 | Present |
| Elite Benefits | Louisville | KY | 10/2018 | 07/2022 |
| Silver Oak Securities, Inc. | Jackson | TN | 11/2020 | 12/2023 |
| Retirement Planning Solutions, Llc | Louisville | KY | 07/2022 | 12/2025 |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2024 | Present |
| Apollon Wealth Management, Llc | Charleston | SC | 11/2025 | Present |
1) Apollon Wealth Management LLC. Investment Related. At Registered Location. Financial Planning, Wealth Manager. Start Date: 12/2025. 120 hrs/ month; 120hrs/ month during trading hours .Wealth Manager/fee-based fiduciary advisor with Apollon. 2) Fixed Insurance. Investment Related. At Registered Location. Fixed / Traditional Insurance. Agent. Start Date: 12/2023. 5 hrs/ month; all during trading hours. Sales of fixed/ traditional insurance products. 3) Legacy Advisory Services - S Corp. Investment Related. At Registered Branch Office Location. Operating LLC/ Support Company. Owner. 11/1/2005. 1 hr/ month; all during trading hours. Operating LLC. 4) Heritage Events for You d/b/a HEY. Not Investment Related. At Registered Location. Event Planning. Owner. Start Date: 04/15/2023 2023. 10 hrs/ month; 2 hrs/ month during trading hours. Plan events. 5) IEC; Not Investment Related; 1810 Plantside Dr. Louisville, KY 40299; Non-profit for electrical contracting; Start Date: 9/1/24; 2 hrs/month; None during trading hours; Board member, voting on critical organizational issues & helps drive members to the organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-23 |
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