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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-06 |
| WA | RA | APPROVED | 2021-05-06 |
Branch Locations
18323 Bothell Everett Highway Ste 330, Bothell, WA 98012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Lynnwood | WA | 06/2005 | 05/2021 |
| Raymond James Financial Services, Inc | Bothell | WA | 05/2021 | Present |
| Raymond James Financial Services Advisors, Inc | Bothell | WA | 05/2021 | Present |
(1)Name of Business: Legacy Wealth Partners Address: 18323 Bothell Everett Hwy Ste 330, Bothell, WA, 98012, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/06/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Sr. Registered Client Associate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-30 |
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