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Joseph C Mcelwee

Legacy Wealth Planning Group

Tampa, FL

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Current Employers
Legacy Wealth Planning Group

Tampa, FL • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-11-17
FL RA APPROVED 2023-09-29
LA RA APPROVED 2023-09-29
  • VA RA
    APPROVED
    Since 2023-11-17
  • FL RA
    APPROVED
    Since 2023-09-29
  • LA RA
    APPROVED
    Since 2023-09-29

Branch Locations

Tampa, FL • 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
T. Rowe Price Investment Services, Inc. Tampa FL 12/2006 06/2023
Legacy Wealth Planning Group Tampa FL 07/2023 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-09-11
S63 Uniform Securities Agent State Law Examination 2006-04-03
  • S66 Uniform Combined State Law Examination
    2006-09-11
  • S63 Uniform Securities Agent State Law Examination
    2006-04-03
Designations
Other Names
  • Joseph Mcelwee
  • Joe Mcelwee

View on SEC IAPD

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