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Current Employers
Legacy Advisory Limited Company

10561 Barkley, Suite 610, Overland Park, KS 66212 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-03-29
KS RA APPROVED 2019-08-27
MO RA APPROVED 2019-08-23
  • TX RA
    APPROVED_RES
    Since 2023-03-29
  • KS RA
    APPROVED
    Since 2019-08-27
  • MO RA
    APPROVED
    Since 2019-08-23

Branch Locations

10561 Barkley, Suite 610, Overland Park, KS 66212 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lewer Financial Advisors Llc Kansas City MO 09/2013 09/2016
Legacy Advisory Group Llc Overland Park KS 09/2016 03/2020
Legacy Advisory Limited Company Overland Park KS 08/2019 Present
  • 09/2013 → 09/2016
    Lewer Financial Advisors Llc
    Kansas City, MO
  • 09/2016 → 03/2020
    Legacy Advisory Group Llc
    Overland Park, KS
  • 08/2019 → Present
    Overland Park, KS
Previous Registrations
  • 2016-12-15 → 2019-12-31
    Legacy Advisory Group, Llc
    Overland Park, KS
  • 2016-09-20 → 2016-12-31
    Legacy Advisory Group
    Overland Park, KS
  • 2013-11-07 → 2016-10-05
    Lewer Financial Advisors, Llc
    Overland Park, KS
Other Businesses

Direct Investment Entities, non-investment related, 0561 Barkley, Suite 610, Overland Park KS 66212, 9/2016, liability companies who hold interests in operating businesses, manager, commenced September 2016, approximately 10 hours per month. Jack Kynion III, Attorney, non-investment related, 10561 Barkley, Suite 610, Overland Park KS 66212, sole proprietor, provision of legal services, commenced November 2014, 5 hours per month. Sale of insurance products, investment related, 10561 Barkley, Suite 610, Overland Park, KS 66212, independent insurance agent and broker, hours devoted within provision of investment advisory services.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-11-07
  • S65 Uniform Investment Adviser Law Examination
    2013-11-07
Other Names
  • Jackie Kynion
  • Fred Kynion
  • Jack Kynion

View on SEC IAPD

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