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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
| SD | RA | APPROVED | 2015-06-18 |
Branch Locations
2401 W Trevi Place Suite 201 & 204, Sioux Falls, SD 57108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 05/2015 | Present |
| Legacy Wealth Group, Llc | Sioux Falls | SD | 05/2015 | Present |
1. 50% Owner, Legacy Wealth Group, Inc., an entity established to facilitate securities business; Conducted at branch location; Investment related. 2. Co-owner & Agent, Legacy Insurance Group, LLC; fixed insurance sales; as of 4/21/2015; 10% time spent during business hours; Conducted at branch location; Investment related. 3. Partner and 50% Owner, YMpowER Real Estate, LLC, a private entity established for the purpose of holding passive real estate investments; As of 01/02/2018; Approximately 0% time spent during securities trading hours per month; Conducted at branch location; Investment related. 4. Owner, Three Pillars Financial LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 11/12/2025; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-28 |
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