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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2023-06-20 |
| CA | RA | APPROVED | 2013-10-17 |
Branch Locations
18919 Nordhoff Street 6C, Northridge, CA 91324 • United States
10845 Griffith Peak Dr Suite 200, Las Vegas, NV 89135 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Northridge | CA | 10/2013 | Present |
| Raymond James Financial Services Advisors Inc. | Northridge | CA | 10/2013 | Present |
| Mcneely Financial Strategies Inc Dba Lifestone Wealth Management | Northridge | CA | 10/2013 | 04/2019 |
(1)Name of Business: Legend Wealth Management Address: 10845 Griffith Peak Drive, Las Vegas, NV, 89135, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 04/01/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor, Wealth Manager, financial planner, portfolio manager.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-05 |
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