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Current Employers
Legacy Wealth Management Group, Inc.

1971 English Tavern Road, Lynchburg, VA 24501 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-11-06
  • VA RA
    APPROVED
    Since 2024-11-06

Branch Locations

1971 English Tavern Road, Lynchburg, VA 24501 • 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
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
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-05
  • S65 Uniform Investment Adviser Law Examination
    2024-11-05

View on SEC IAPD

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