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Current Employers
Legacy Investment Strategies, Llc

3445 N Causeway Blvd Suite 905, Metairie, LA 70002 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-04-03
  • MD RA
    APPROVED
    Since 2024-04-03

Branch Locations

3445 N Causeway Blvd Suite 905, Metairie, LA 70002 • United States

119 King Street, Hagerstown, MD 21740 • United States

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2010 → Present
    David M. Collins--Self Employment
    Hagerstown, MD
  • 06/2010 → 06/2017
    Wilbanks Securities, Inc.
    Oklahoma City, OK
  • 06/2010 → 06/2017
    Wilbanks Securities Advisory
    Oklahoma City, OK
  • 10/2012 → 05/2024
    Aflac
    Hagerstown, MD
  • 10/2012 → 05/2024
    Global Business Funding
    Hagerstown, MD
  • 01/1995 → Present
    I2 Advisors/Integra Wealth Solutions
    Hagerstown, MD
  • 09/2014 → Present
    King Street Professional Center
    Hagerstown, MD
  • 01/2018 → 05/2024
    Crown Capital Securities, Lp
    Orange, CA
  • 08/2017 → 01/2018
    Cabot Lodge Securities, Llc
    New York, NY
  • 03/2024 → Present
    Gretna, LA
  • 05/2024 → Present
    Lpl Financial Llc
    Hagerstown, MD
Previous Registrations
  • 2018-01-26 → 2024-04-30
    Crown Capital Securities, L.P.
    Hagerstown, MD
    Hagerstown, MD
    Orange, CA
    Indian Rocks, FL
  • 2017-07-25 → 2018-02-12
    Hagerstown, MD
    Schaumburg, IL
  • 2010-06-22 → 2017-07-06
    Wilbanks Securities Advisory
    Oklahoma City, OK
    Hagerstown, MD
  • 2010-02-03 → 2010-06-22
    Hagerstown, MD
  • 2005-04-27 → 2010-02-04
    Wilbanks Securities Advisory
    Oklahoma City, OK
    Hagerstown, MD
Other Businesses

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

Exams
CodeExamDate
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
  • 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
Other Names
  • David M. Collins

View on SEC IAPD

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