Best Investors Account Sign in
Current Employers
Legacy Capital Wealth Partners, Llc

8315 Cantrell Road Suite 200, Little Rock, AR 72227 • United States

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2023-02-23
  • AR RA
    APPROVED
    Since 2023-02-23

Branch Locations

5502 Walsh Lane, Suite 103, Rogers, AR 72758 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Arvest Wealth Management Bentonville AR 09/2007 02/2023
Legacy Capital Wealth Partners, Llc Rogers AR 02/2023 Present
Purshe Kaplan Sterling Investments Albany NY 02/2023 Present
Previous Registrations
  • 2006-06-28 → 2023-03-20
    Joplin, MO
    Tulsa, OK
    Little Rock, AR
    Little Rock, AR
    Overland Park, KS
    Bartlesville, OK
    Fort Smith, AR
    Lowell, AR
    Rogers, AR
    Bentonville, AR
    Bentonville, AR
  • 2006-02-23 → 2006-06-13
    A. G. Edwards & Sons, Inc.
    Amarillo, TX
  • 2005-04-04 → 2006-01-12
    Fsw Partners, L.P.
    Fort Worth, TX
Other Businesses

1) Name: DNBC Holdings LLC, Investment Related: NO, Address: Bentonville, AR, Nature: Rental Properties, Position & Title: Owner with wife, Start Date: 08/2017, I devote 0 Hrs during the week, and none during trading hours. An LLC that holds rental properties formed. I do not manage this property. 2) Name: DNBC Holdings 2 LLC, Investment Related: NO, Address: Bentonville, AR, Nature: Rental Properties, Position & Title: Owner with wife, Start Date: 12/2020, I devote 0 Hrs during the week, and none during trading hours. An LLC that holds rental properties formed. I do not manage this property. 3) Single Parent Scholarship Fund of NWA 2. Investment Related - No 3. 2601 SW D St. Bentonville, AR 72712 4. Non - Profit Helping Single Parents 5. Finance Chair 6. January of 2013 7. 4 hrs 8. 1 hrs 9. I review their finances and help them with budgets 4) 1. Fixed Insurance 2. Investment Related - Yes. 3. See office of employment address 4. Fixed Insurance/annuity 5. Agent 6. 2/23/2023 7. 20 hrs 8. 20 hrs 9. Provide insurance advice based on the needs of client(s). 5) 1. PKSF 2. Investment Related - Yes. 3. See office of employment address 4. Fixed Insurance/annuity 5. Agent 6. 2/23/2023 7. 20 hrs 8. 20 hrs 9. Provide insurance advice based on the needs of client(s). 6) Legacy Capital Wealth Partners. Investment Related. At Registered Location. RIA. Managing Partner, Senior Wealth Advisor. 2/2023. 130 Hrs/Mo; 100 During Trading Hours. Manage Investment Portfolios and Financial Planning. 7) Pathway to Freedom. Not Investment Related. 22522 Asher Rd, Wrightsville, AR 72183. Non Profit Prison Ministry. Board Member. 6/2013. 2 Hrs/Mo; 1 During Trading Hours. A Board Member that Offers Guidance for the Ministry. 8) Christ for the City International. Not Investment Related. 5855 N 90th Street, Omaha, NE 68134. Mission Outreach. Board Member. 10/2023. 2 Hrs/Mo; 1 During Trading Hours. Provide Guidance on their Projects, Operations, etc. for the Organization.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-04-11
S63 Uniform Securities Agent State Law Examination 1996-06-03
  • S66 Uniform Combined State Law Examination
    2006-04-11
  • S63 Uniform Securities Agent State Law Examination
    1996-06-03
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Rogers, AR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor