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Legacy Financial CRD 342713
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
217 Winchester Ave, Moorefield, WV 26836 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2026-06-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hardy County Board Of Education | Moorefield | WV | 06/2016 | Present |
Residential Rental Business: This is not investment-related. The address is 388 Warfield Rd, Baker, WV 26801. I own and manage residential rental properties. The start date was 01/2018. I devote approximately 15 hours per month to the business which can mostly be done at my discretion. My primary duties are bookkeeping, communications with tenants and service providers such as maintenance services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-20 |
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