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683 Bielenberg Drive Suite 101, Woodbury, MN 55125 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2020-02-14 |
Branch Locations
683 Bielenberg Drive Suite 101, Woodbury, MN 55125 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holding Securities, Inc. | Portland | OR | 03/2011 | Present |
| Legacy Wealth, Llc | Woodbury | MN | 03/2011 | Present |
| Legacy Wealth Asset Management, Llc Dba Legacy Wealth | Woodbury | MN | 02/2020 | Present |
1) M HOLDINGS SECURITIES, INC. INVESTMENT-RELATED; 683 BIELENBERG DRIVE, SUITE 101, WOODBURY, MINNESOTA 55125; BROKER-DEALER; REGISTERED REPRESENTATIVE; APPROX 160 HOURS PER MONTH; APPROX 130 HOURS PER MONTH DURING TRADING HOURS; SECURITIES SALES. 2) LEGACY WEALTH ASSET MANAGEMENT, LLC; 683 BIELENBERG DRIVE, SUITE 101, WOODBURY, MN 55125; 02/07/2020; FINANCIAL ADVISOR; WEALTH MANAGEMENT, FINANCIAL PLANNING SERVICES; INVESTMENT RELATED; 160 HOURS/MONTH; 160 HOURS/MONTH DURING BUSINESS HOURS; OWNERSHIP, COMMISSIONS, WAGES/SALARY/TIPS. 3) LEGACY WEALTH, LLC; INVESTMENT RELATED; 683 BIELENBERG DRIVE, SUITE 101, WOODBURY, MINNESOTA 55125; INVESTMENT STRATEGIST; FINANCIAL SERVICES; 160 HOURS PER MONTH; 160 HOURS PER MONTH DURING TRADING HOURS; COMMISSIONS/FEES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-06-23 |
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