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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-19 |
| IL | RA | APPROVED | 2024-01-19 |
Branch Locations
430 N Main Street, East Peoria, IL 61611 • United States
211 Landmark D2, Normal, IL 61761 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Investment | East Peoria | IL | 10/2005 | Present |
| Woodbury Financial Services | East Peoria | IL | 07/2009 | 01/2024 |
| Osaic Wealth, Inc. | East Peoria | IL | 01/2024 | Present |
1.TRENT STRONG Sole Proprietor. Agent, not investment related. Fixed Insurance. No conflict of interest. 2. LEGACY INVESTMENT SERVICES POSITION: Senior Partner NATURE: Corporation. I have no ownership interest. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2013 ADDRESS: 430 N. Main St., East Peoria IL 61611, United States DESCRIPTION: None. Legacy is the marketing name my partners and I operate under.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-10 |
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