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1971 English Tavern Road, Lynchburg, VA 24501 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-03-23 |
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 | 07/2023 | Present |
| C.W.WRight | Richmond | VA | 08/2022 | 06/2023 |
| Appomattox High School | Appomattox | VA | 08/2018 | 05/2022 |
| Appomattox Middle School | Appomattox | VA | 08/2015 | 05/2018 |
| Legacy Life Llc | Lynchburg | VA | 05/2026 | Present |
Legacy Life LLC; investment-related; 1971 English Tavern Road, Lynchburg, VA 24501; insurance Agent/Producer; starting 05/01/2026; approximately 6 hours per month to this activity, with 6 hours occurring during securities trading hours; duties include the sale and servicing of life insurance and annuity products; duty description: I am a licensed insurance producer operating under Legacy Life LLC. My duties include the sale, solicitation, and servicing of fixed life insurance policies and fixed annuity products. All insurance operations are handled independently of my investment advisory role.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-21 |
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