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4624 Goodrich Road, Clarence, NY 14031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-11 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Wealth Strategies, Inc | Amherst | NY | 12/2023 | Present |
| Boulevard Fcu | Amherst | NY | 12/2018 | 09/2023 |
| The Money School | Amherst | NY | 10/2023 | 12/2023 |
| Buffalo Cooperative Fcu | Buffalo | NY | 01/2016 | 12/2018 |
| Pmc Wealth, Llc | Clarence | NY | 05/2025 | Present |
| Pmc Education, Llc | Clarence | NY | 10/2023 | Present |
| Pmc Holdings, Llc | Clarence | NY | 07/2025 | Present |
Legacy Wealth Strategies, Inc. Investment Related: YES Address: 102R Grandview Drive, Amherst NY 14228 Nature: Private lending Title: CEO Start: 02/6/2024 Number of Hours per Month: 50 Hours During Trading Hours: 0 Description of duties: Legacy Wealth Strategies, Inc. ("LWS") serves as an independent contractor for PMC Education, LLC and The Money School, wherein through LWS Mr. Beckinghausen provides banking regulatory risk management and compliance support. Mr. Beckinghausen acts as the Chief Risk Officer at PMC Education, LLC and is a contractor at The Money School. Independent Insurance Agent Investment Related: YES Address: N/A Nature: Insurance Title: Insurance Agent Start: 02/12/2024 Number of Hours per Month: 0.5 Hours During Trading Hours: 0.5 Description: Mr. Beckinghausen is appointed with various insurance agencies to provide life, accident, health, annuity, and long-term insurance. Queen City Properties LLC Investment Related: NO Address: 102R Grandview Drive, Amherst NY 14228 Nature: Rental property management Title: Manager Start: 08/31/2020 Number of Hours per Month: 0.5% Hours During Trading Hours: 0 Description: Queen City Properties LLC is a Wyoming limited liability company engaged in rental property management. In this role, Mr. Beckinghausen performs property maintenance and repairs during evening hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-04 |
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