Joseph Thomas Fabrizio

Current Employers

Legacy Advisors, Llc

5 Apollo Road, Suite 100, Plymouth Meeting, PA 19462 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2021-01-12

PA RA
APPROVED

Since 2021-01-12

Branch Locations

5 Apollo Road, Suite 100, Plymouth Meeting, PA 19462 • 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

Organization	City	State	From	To
Mycio Wealth Partners	Philadelphia	PA	09/2015	12/2020
Legacy Advisors, Llc	Plymouth Meeting	PA	01/2021	Present
M Holdings Securities, Inc.	Portland	OR	01/2024	Present

09/2015 → 12/2020

Mycio Wealth Partners

Philadelphia, PA
01/2021 → Present

Legacy Advisors, Llc

Plymouth Meeting, PA
01/2024 → Present

M Holdings Securities, Inc.

Portland, OR

Previous Registrations

2015-10-05 → 2021-01-04

Mycio Wealth Partners, Llc

Philadelphia, PA

Other Businesses

Legacy Advisors LLC; 5 Apollo Rd, Suite 100, Plymouth Meeting, PA 19462; Investment Advisory Representative (IAR of Hybrid RIA); Investment related; Client Advisor; Client Advisor provide financial advice to clients; 1/1/2026; 200 hr/mo; 160 hr/mo during trading hours

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-02-26

S66 Uniform Combined State Law Examination

2015-02-26

Designations

Other Names

Joseph Thomas Fabrizio
Joseph Thomas Fabrizio

View on SEC IAPD