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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-08-20 |
Branch Locations
1200 Woodruff Road, Bldg. A-3, Greenville, SC 29607 • United States
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Financial Advisors, Llc | Greenville | SC | 07/2004 | Present |
| New York Life Insurance Co. | Greenville | SC | 10/2019 | 04/2022 |
| Nylife Securities Llc | Greenville | SC | 10/2019 | 04/2022 |
| Reveal Wealth | Greenville | SC | 04/2021 | 10/2021 |
| Mml Investors Services, Llc | Greenville | SC | 05/2022 | 02/2024 |
| Massmutual Life Insurance Company | Greenville | SC | 05/2022 | 02/2024 |
| Creativeone Wealth, Llc | Overland Park | KS | 08/2024 | Present |
1) NAME: THE LEGACY GROUP/ LEGACY FINANCIAL ADVISORS,LLC INV REL: Y ADDR: 1200 WOODRUFF RD BLDG A-3, GREENVILLE SC 29607 NATURE: LIFE INSURANCE, ANNUITIES & SECURITIES POSITION: INVESTMENT ADVISOR REPRESENTATIVE START: 08/2004, OWNER OF THE COMPANY, NO HRS/MO: 75 NO HRS/MO DUR TRADING: 25 DUTIES: LIFE, FIXED ANNUITIES, AND SECURITIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-17 |
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