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5750 W. 95Th Street Suite 128, Overland Park, KS 66207 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-11-24 |
Branch Locations
5750 W. 95Th Street Suite 128, Overland Park, KS 66207 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Legacy Wealth Planning, Llc | Overland Park | KS | 02/2010 | Present |
I CURRENTLY OWN LESS THAN ONE HALF OF ONE PERCENT OF NATIONAL ADVISORS HOLDING CO. THE NAME OF THE SUBSIDIARY TRUST COMPANY S NATIONAL ADVISORS TRUST COMPANY. THE COMPANY SERVES AS CUSTODIAN AND/OR TRUSTEE ON SOME OF OUR CLIENTS ACCOUNTS. THEIR ADDRESS IS 10881 LOWELL AVENUE, SUITE 100, OVERLAND PARK, KS 66210. MY POSITION IS ONLY THAT OF A MINORITY OWNER. I HAVE NO TITLE OR POSITION. I STARTED USING NATIONAL ADVISORS TRUST AS CUSTODIAN/TRUSTEE FOR CLIENT ACCOUNTS IN 2000 BUT DID NOT PERSONALLY OWN ANY STOCK UNTIL OCTOBER 2003. I SPEND NO TIME DOING ANY WORK FOR THEM EITHER DURING SECURITIES TRADING HOURS OR AFTER.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-07-28 |
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