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Steven Gregg Wachs

Legacy Consulting Group

Plano, TX

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Current Employers
Legacy Consulting Group

5340 Legacy Drive Ste 165, Plano, TX 75024 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2003-01-02
  • TX RA
    APPROVED
    Since 2003-01-02

Branch Locations

5340 Legacy Drive Ste 165, Plano, TX 75024 • 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
Legacy Consulting Group Plano TX 01/1999 Present
Perryman Securities, Inc. Dallas TX 01/2004 Present
Previous Registrations
Other Businesses

1. LEGACY CG, LLC DBA LEGACY CONSULTING GROUP RIA (INVESTMENT RELATED) 5340 LEGACY DRIVE, SUITE 165, PLANO, TX 75024, PRESIDENT/MANAGER 144 HRS/ MO 2. HAS GENERAL LINES AGENT INSURANCE LICENSE FOR INSURANCE SALES ACTIVITY 3. R8 PROPERTIES-LAND/HUNTING PROPERTY

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-12-09
S63 Uniform Securities Agent State Law Examination 1987-08-18
  • S65 Uniform Investment Adviser Law Examination
    1994-12-09
  • S63 Uniform Securities Agent State Law Examination
    1987-08-18
Designations
Other Names
  • Steve Wachs

View on SEC IAPD

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