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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-03-18 |
| TX | RA | APPROVED_RES | 2025-03-12 |
Branch Locations
2 Wharfside St. Suite 2-0, Charleston, SC 29401 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Lpl Financial | Mount Pleasant | SC | 03/2014 | Present |
| Maryland Financial Group, Inc. | Mt. Pleasant | SC | 04/2014 | Present |
1. 03/31/2014 - LEGACY WEALTH MANAGEMENT/ DBA ONLY/ 100%/ MT. PLEASANT, SC 2. 03/31/2014 - FINANCIAL ADVOCACY NETWORK/ DBA ONLY/ 100%/ MT. PLEASANT, SC 3. 10/22/2014 - LEGACY WEALTH MANAGEMENT - NON-VARIABLE INSURANCE - TIME SPENT 5 HOURS PER MONTH - MT. PLEASANT, SC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-06 |
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