Branden Curtiss Bosch

Current Employers

Employment History

• 07/2014 → 09/2016
  Bank Of America, Na
  Lynchburg, VA
• 09/2016 → 08/2022
  Ronald Dawson/Legacy Wealth
  Lynchburg, VA
• 09/2016 → 12/2016
  Waddell & Reed, Inc
  Lynchburg, VA
• 09/2016 → 12/2016
  Various Insurance Carriers For W&R Insurance Agencies
  Lynchburg, VA
• 02/2017 → 08/2022
  Caitlin John, Llc
  Brighton, MI
• 08/2022 → Present
  Legacy Wealth Management Group, Inc.
  Lychburg, VA
• 07/2017 → Present
  Legacy Auditorium, Llc
  Lynchburg, VA
• 04/2026 → Present
  Redeeming Grace Baptist Church
  Lynchburg, VA
• 12/2014 → Present
  Legacy Insurance
  Lynchburg, VA
• 09/2014 → Present
  Lynchburg Life Saving & First Aid Crew
  Lynchburg, VA

Previous Registrations

• 2017-02-24 → 2022-08-09
  Simplyria Advisor Network
  Lynchburg, VA
  Brighton, MI
• 2016-09-23 → 2016-12-27
  Waddell & Reed
  Virginia Beach, VA
  Lynchburg, VA
• 2014-06-23 → 2016-09-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lynchburg, VA

Other Businesses

Redeeming Grace Baptist Church; investment-related; 3630 Old Forest Rd, Lynchburg, VA 24501; religious institution; serving in a fiduciary capacity as deacon, providing high-level financial oversight for the church; beginning in April 2026; approx. 3 Hours Non-Trading Hours Per Month, Approx. 1 Hour Trading Hours Per Month; duties include monthly monitoring of bank accounts and financial statements, authorized execution of transactions, and the strategic review and approval of CD rates and investment renewals to ensure proper stewardship of church funds. Legacy Auditorium, LLC; not investment-related; 1971 English Tavern Road, Lynchburg, VA 24501; event space; co-owner; started in July of 2017; approximately 1-5% of time spent per week and during trading hours; maintains books and records pertaining to the rental of Legacy Private Wealth Management's auditorium by outside organizations. Lynchburg Life Saving & First Aid Crew; not investment-related; 2007 Memorial Ave, Lynchburg, VA 24501; Non-Profit CPR Training Organization; General Board Member; started 09/2014; approx. 5 Hours Non-Trading Hours Per Month; Runs Quick Books and ensure bills are paid for the Non-Profit Organization. Legacy Insurance; investment-related; 1971 English Tavern Road, Lynchburg, VA 24501; insurance sales; insurance agent; start date: 12/2014; approximately 20 hrs/mo devoted to this business and during trading hours; sales of various insurance products.

Exams

• S66 Uniform Combined State Law Examination
  2014-06-20

Other Names

• Branden Curtiss Bosch
• Branden Bosch