Best Investors Account Sign in
Inactive

Blake Austin Stanley

Legacy Advisory Limited Company

Overland Park, KS

Claim This Profile
Current Employers
Legacy Advisory Limited Company

10561 Barkley, Suite 610, Overland Park, KS 66212 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2019-08-27
MO RA APPROVED 2019-08-23
  • KS RA
    APPROVED
    Since 2019-08-27
  • MO RA
    APPROVED
    Since 2019-08-23

Branch Locations

10561 Barkley, Suite 610, Overland Park, KS 66212 • 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
Self Employed Raymore MO 07/2009 Present
Legacy Advisory Group, Llc Overland Park KS 12/2014 07/2019
Legacy Advisory Limited Company Overland Park KS 08/2019 Present
  • 07/2009 → Present
    Self Employed
    Raymore, MO
  • 12/2014 → 07/2019
    Legacy Advisory Group, Llc
    Overland Park, KS
  • 08/2019 → Present
    Overland Park, KS
Previous Registrations
  • 2016-12-15 → 2019-12-31
    Legacy Advisory Group, Llc
    Overland Park, KS
  • 2014-12-17 → 2016-12-14
    Legacy Advisory Group
    Overland Park, KS
  • 2009-01-02 → 2009-08-07
    Osaic Fs, Inc.
    Overland Park, KS
    Overland Park, KS
  • 2007-07-13 → 2008-12-31
    Belton, MO
    Overland Park, KS
Other Businesses

Legacy Practice Transitions, LLC, non-investment related, 1561 Barkley, Suite 610, Overland Park KS 66212, consulting on mergers and acquisitions of dental practices, member, relationship commenced April 2014, approximately 40 hours per month, duties include prospecting for new business, providing valuation services, procuring buyers for practices and consulting with sellers and purchasers of dental practices. Sale of insurance products, investment related, 10561 Barkley, Suite 610, Overland Park, KS 66212, independent insurance agent and broker, hours devoted within provision of investment advisory services.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-07-09
S63 Uniform Securities Agent State Law Examination 2006-12-18
  • S65 Uniform Investment Adviser Law Examination
    2007-07-09
  • S63 Uniform Securities Agent State Law Examination
    2006-12-18
Designations
Other Names
  • Blake Stanley

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Overland Park, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor