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5400 Laurel Springs Parkway Suite 101, Suwanee, GA 30024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-18 |
| GA | RA | APPROVED | 2025-01-02 |
| SC | RA | APPROVED | 2024-12-27 |
| TX | RA | APPROVED | 2024-12-27 |
Branch Locations
5400 Laurel Springs Parkway Suite 101, Suwanee, GA 30024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 05/2012 | Present |
| Legacy Planning Group, Inc. | Suwanee | GA | 01/2007 | 01/2018 |
| Legacy Planning Advisors, Llc | Suwanee | GA | 01/2018 | Present |
1. EMPLOYEE OF INDEPENDENT RIA, LEGACY PLANNING ADVISORS, LLC. INVESTMENT RELATED,5400 LAUREL SPRINGS PARKWAY, STE 101, SUWANEE, GA 30024, START 1/2007, INVESTMENT ADVISER REPRESENTATIVE AND PART OWNER,200 HOURS+/MO, 130 HOURS-/MO. TALK TO CLIENTS,PREPARE & EXPLAIN ACTION PLANS, TRADE INVESTMENTS,PROSPECTS, ETC. OWNER/SOLE PROPRIETOR OF BEN HUR,INVESTMENT CLUB WITH NINE PEOPLE CHRIS KNOWS FROM COLLEGE. HE JUST HAS AN OWNERSHIP STAKE & INVESTS MONTHLY DUES IN COMMON STOCKS. CLUB HAS BEEN GOING SINCE ABOUT 2007. 2. BEN HUR STARTED: 04/07/2010 ADDRESS: NO BUSINESS ADDRESS, GEORGIA POSITION: OWNER/SOLE PROPRIETOR HOURS: 2 DURING SECURITIES TRADING HOURS: 0 INVESTMENT RELATED: YES NATURE: ITS AN INVESTMENT CLUB WITH NINE GUYS FROM COLLEGE. HAVE OWNERSHIP STAKE. COLLECT MONTHLY DUES AND INVEST IT IN COMMON STOCKS. PORTFOLIO IS 70K TOTAL AND THE CLUB HAS BEEN ACTIVE SINCE 2007.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-12 |
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