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Legacy Wealth Management Group, Inc. CRD 322235
$290M regulatory AUM 220 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1971 English Tavern Road, Lynchburg, VA 24501 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-08-08 |
Branch Locations
1971 English Tavern Road, Lynchburg, VA 24501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Christian Heritage School | Trumbull | CT | 06/2017 | 08/2018 |
| Liberty University | Lynchburg | VA | 08/2019 | 05/2021 |
| Selective Wealth Management | Lynchburg | VA | 05/2021 | 08/2021 |
| Liberty University | Lynchburg | VA | 08/2021 | 05/2022 |
| Caitlin John, Llc. | Lynchburg | VA | 05/2022 | 08/2022 |
| Christian Heritage School | Trumbull | CT | 01/2012 | 06/2019 |
| Legacy Wealth Management Group, Inc. | Lynchburg | VA | 08/2022 | Present |
| Old Dominion Insurance Partners | Lynchburg | VA | 05/2023 | Present |
Insurance sales; investment-related; Old Dominion Insurance Partners; Lynchburg, VA; Insurance agent; start date: 05/2023; approximately 35 hrs/wk during trading hours; sales of various insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-22 |
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