Ciara Danese Price

Current Employers

Employment History

• 06/2009 → 11/2022
  Legacy Solutions, Inc.
  Kennett Square, PA
• 11/2022 → Present
  Legacy Solutions, Llc
  Kennett Square, PA
• 09/2017 → Present
  Capital Analysts, Llc
  Fort Washington, PA
• 01/2015 → Present
  Lincoln Investment, Llc
  Fort Washington, PA

Other Businesses

1) LEGACY SOLUTIONS, LLC; POSITION: Chief Operating Officer, Partner, IAR NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/01/2022; ADDRESS: 206 N. Union Street, Kennett Square PA 19348, United States; DESCRIPTION: financial planning, meeting with clients,overseeing the servicing of clients. 2) Rental Property; not investment-related; 115 W Harmony Rd West Grove, PA 19390; rental; Landlord; started 07/2016;approximately 1 hour per month, zero hours during securities trading hours; collect rent, coordinate repairs, pay mortgage/taxes/insurance. LEGACY SOLUTIONS LLC POSITION: agent for life/LTC/DI via Crump NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/29/2024 ADDRESS: 206 N Union Street, Kennett Square PA 19348, United States DESCRIPTION: selling insurance when the need arises - this is generally written under Daniel Danese, but I want to have an active OBA for this in the event that I write a case under my name.

Exams

• S66 Uniform Combined State Law Examination
  2014-10-31

Designations

Other Names

• Ciara Danielle Danese
• Ciara Danielle Price
• Ciara Danielle Danese