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5340 Legacy Drive Ste 165, Plano, TX 75024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2003-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Consulting Group | Plano | TX | 01/1999 | Present |
| Perryman Securities, Inc. | Dallas | TX | 01/2004 | Present |
LEGACY CG, LLC DBA LEGACY CONSULTING GROUP RIA(INVESTMENT RELATED) 5340 LEGACY DRIVE, SUITE 165, PLANO, TX 75024 VP/MANAGER 144 HRS/MO. ;HAS GENERAL LINES AGENT INSURANCE LICENSE FOR INSURANCE SALES ACTIVITY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-13 |
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