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David Patrick Dwyer

Legacy Financial Strategies, LLC

Overland Park, KS

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Current Employers
Legacy Financial Strategies, Llc

5400 Colllege Blvd. Ste. A, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-05-18
KS RA APPROVED 2017-04-06
  • TX RA
    APPROVED
    Since 2017-05-18
  • KS RA
    APPROVED
    Since 2017-04-06

Branch Locations

5400 Colllege Blvd. Ste. A, Overland Park, KS 66211 • 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
Ameriprise Financial Services, Inc. Overland Park KS 11/2008 03/2017
Legacy Financial Strategies, Llc Overland Park KS 04/2017 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-04-09
S63 Uniform Securities Agent State Law Examination 2005-08-29
  • S66 Uniform Combined State Law Examination
    2009-04-09
  • S63 Uniform Securities Agent State Law Examination
    2005-08-29
Designations

View on SEC IAPD

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