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3445 N Causeway Blvd Suite 905, Metairie, LA 70002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-04-03 |
Branch Locations
3445 N Causeway Blvd Suite 905, Metairie, LA 70002 • 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 |
|---|---|---|---|---|
| David M. Collins--Self Employment | Hagerstown | MD | 01/2010 | Present |
| Wilbanks Securities, Inc. | Oklahoma City | OK | 06/2010 | 06/2017 |
| Wilbanks Securities Advisory | Oklahoma City | OK | 06/2010 | 06/2017 |
| Aflac | Hagerstown | MD | 10/2012 | 05/2024 |
| Global Business Funding | Hagerstown | MD | 10/2012 | 05/2024 |
| I2 Advisors/Integra Wealth Solutions | Hagerstown | MD | 01/1995 | Present |
| King Street Professional Center | Hagerstown | MD | 09/2014 | Present |
| Crown Capital Securities, Lp | Orange | CA | 01/2018 | 05/2024 |
| Cabot Lodge Securities, Llc | New York | NY | 08/2017 | 01/2018 |
| Legacy Investment Strategies, L.L.C. | Gretna | LA | 03/2024 | Present |
| Lpl Financial Llc | Hagerstown | MD | 05/2024 | Present |
1) 05/01/2024 - Onelife - Non-Inv Related - Hagerstown, MD - Outside/W-2 Employment - Fitness Instructor - Started: 1/1/2010 - 12 Hrs/Mo; 8% of Time Spent. 2) 05/01/2024 - King Street Professional Center, LLC - Inv Related - At Reported Business Location(s) - Real Estate Rental - Started: 9/1/2014 - 2 Hrs/Mo; 1 Hr During Trading. 3) 05/01/2024 - No Business Name - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Started: 1/1/1995 - 60 Hrs/Mo; 15 Hrs During Trading. 4) 05/01/2024 - Medicare Back Office Group - At Reported Business Location(s) - Outside/W-2 Employment - Started: 7/1/2021 - 1 Hrs/Mo During Trading. 5) 05/07/2024 - LEGACY INVESTMENT STRATEGIES, LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Advisor - Started: 4/1/2024 - 160 Hrs/Mo; 8 Hrs During Trading - I provide investment advisory services through Legacy Investment Strategies LLC, an independent investment advisor firm. I started this business activity in 5/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6) 08/07/2024 - Integra Wealth Solutions - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/12/2024 - 160 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-26 |
| S65 | Uniform Investment Adviser Law Examination | 1999-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-11 |
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