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5 Apollo Road, Suite 100, Plymouth Meeting, PA 19462 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2006-04-25 |
Branch Locations
401 Plymouth Road Suite 150, Plymouth Meeting, PA 19462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Advisors, Llc | Plymouth Meeting | PA | 12/2005 | Present |
| M Holdings Securities, Inc. | Portland | OR | 06/2006 | Present |
1) LEGACY ADVISORS, LLC; 401 Plymouth Road, Suite 150, Plymouth Meeting PA 19462; Member Firm Affiliation; Investment Related; Chief Investment Strategies; Responsible for investment research and portfolio management; 12/2006; 125 hours per month; 100 hours per month during trading hours. 2) M. Holdings Securities, Inc., Portland, OR; Investment-Related; Position: Registered Representative, Start: 6/2006; 40 hrs per week during trading hours; Securities Sales. 3) Independent, Portland, OR; Investment-Related; Position: Private Placement sales; 1 hr per week during trading hours. 4) Legacy Advisors; 5 Apollo Road Plymouth Meeting, PA 19462; Member Firm Affiliation; Investment Related; Chief Investment Strategist; Investment analysis; 12/12/2005; 160 hours per month; 160 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-03-02 |
| S65 | Uniform Investment Adviser Law Examination | 1998-08-28 |
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