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Current Employers
Legacy Financial Strategies, Llc

5400 Colllege Blvd. Ste. A, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2024-01-22
  • KS RA
    APPROVED
    Since 2024-01-22

Branch Locations

5400 Colllege Blvd. Ste. A, Overland Park, KS 66211 • 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
Massmutual Life Insurance Company Platte City MO 10/2021 08/2022
Mml Investors Services Llc Platte City MO 10/2021 08/2022
Envoy Air Irving TX 01/2020 08/2021
Flyexclusive Kinston NC 02/2021 05/2021
Miller'S Professional Imaging Pittsburg KS 11/2016 12/2019
Expressjet Airlines Atlanta GA 03/2016 11/2016
Pruco Securities Llc Platte City MO 08/2022 01/2024
The Prudential Insurance Company Of America Platte City MO 01/2023 01/2024
Legacy Financial Strategies, Llc Leawood KS 01/2024 Present
  • 10/2021 → 08/2022
    Massmutual Life Insurance Company
    Platte City, MO
  • 10/2021 → 08/2022
    Platte City, MO
  • 01/2020 → 08/2021
    Envoy Air
    Irving, TX
  • 02/2021 → 05/2021
    Flyexclusive
    Kinston, NC
  • 11/2016 → 12/2019
    Miller'S Professional Imaging
    Pittsburg, KS
  • 03/2016 → 11/2016
    Expressjet Airlines
    Atlanta, GA
  • 08/2022 → 01/2024
    Platte City, MO
  • 01/2023 → 01/2024
    The Prudential Insurance Company Of America
    Platte City, MO
  • 01/2024 → Present
    Leawood, KS
Previous Registrations
Other Businesses

CSBC LLC POSITION: Co-Owner/Partner NATURE: Real Estate Development Rental and Leasing INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/14/2023 ADDRESS: 2311 NE 68th St, Kansas City MO 64118, United States DESCRIPTION: Providing initial capital to fund property purchase. Monitor record keeping. Passive investor.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-22
  • S66 Uniform Combined State Law Examination
    2022-04-22
Designations

View on SEC IAPD

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