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5 Apollo Road, Suite 100, Plymouth Meeting, PA 19462 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-06-10 |
Branch Locations
5 Apollo Road, Suite 100, Plymouth Meeting, PA 19462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 01/2014 | Present |
| Legacy Advisors, Llc | Plymouth Meeting | PA | 01/2014 | Present |
1) LEGACY ADVISORS, LLC; 5 APOLLO ROAD PLYMOUTH MEETING, PA 19462; REGISTERED INVESTMENT ADVISOR; INVESTMENT RELATED; CLIENT ADVISOR; PROVIDE INVESTMENT AND/OR FINANCIAL PLANNING ADVICE/SERVICES TO CLIENTS; 01/27/2014; 200 HOURS/MONTH; 200 HOURS/MONTH DURING BUSINESS HOURS. 2) M. Holdings Securities, Inc., Portland, OR; Investment-Related; Position: Registered Representative, Start: 1/2014; 40 hrs per week during trading hours; Securities Sales. (2) Independent, Portland, OR; Investment-Related; Position: Private Placement sales; 1 hr per week during trading hours. 3) Legacy Advisors; 5 Apollo Road Plymouth Meeting, PA 19462; Member Firm Affiliation; Investment Related; Client Advisor; Advising clients; 01/27/2014; 160 hours per month; 160 hours per month during trading hours. 4) Independent Trustee; 5 Apollo Road, Suite 100, Plymouth Meeting, PA 19462; 2/2/2026; Not investment related; Independent Trustee to fulfill provisions in existing trust document; 1 hr/mo; 1 ho/mo during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-31 |
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