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5 Apollo Road, Suite 100, Plymouth Meeting, PA 19462 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-04 |
Branch Locations
5 Apollo Road, Suite 100, Plymouth Meeting, PA 19462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 12/2021 | Present |
| Sei Investments | Oaks | PA | 11/2019 | 11/2021 |
| University Of Florida | Gainesville | FL | 08/2015 | 11/2019 |
| Legacy Advisors, Llc | Plymouth Meeting | PA | 01/2025 | Present |
| Legacy Advisors, Llc | Plymouth Meeting | PA | 11/2021 | 12/2024 |
1. Legacy Advisors, LLC; 5 Apollo Road, Suite 100 Plymouth Meeting, PA 19462; IAR of Hybrid RIA; Investment related; Client Advisor; Client Advisor provide financial advice to clients; November 29, 2021; 200 per hours/month,160 hours/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-14 |
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