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1345 Avenue Of The Americas 27Th Floor, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-04-30 |
| WI | RA | APPROVED | 2022-09-01 |
| IN | RA | APPROVED | 2022-03-14 |
| NY | RA | APPROVED | 2021-08-01 |
| OH | RA | APPROVED | 2020-10-22 |
| MA | RA | APPROVED | 2016-02-12 |
| FL | RA | APPROVED | 2015-07-22 |
| CT | RA | APPROVED | 2015-06-23 |
Branch Locations
1345 Avenue Of The Americas 27Th Floor, New York, NY 10105 • United States
3220 S Tamiami Trail, Sarasota, FL 34239 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aegis Capital Corp | Sarasota | FL | 06/2015 | Present |
1) AMERICAN LEGACY WEALTH MANAGEMENT, 1924 S. OSPREY AVE. STE 202 SARASOTA, FL 34239, DBA AMERICAN LEGACY WEALTH MANAGEMENT, ALL SECURITIES OFFERED THROUGH AEGIS CAPITAL CORP.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1981-08-17 |
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