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1971 English Tavern Road, Lynchburg, VA 24501 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-11-06 |
Branch Locations
1971 English Tavern Road, Lynchburg, VA 24501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Wealth Management Group, Inc. | Lynchburg | VA | 06/2024 | 11/2024 |
| Legacy Wealth Management Group, Inc. | Lynchburg | VA | 11/2024 | Present |
| Healey Company | Pittsburgh | PA | 05/2016 | 04/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-05 |
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