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8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-02-19 |
Branch Locations
8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Wealth Management | Hagatna | 12/2011 | Present | |
| Asc Trust Llc | Hagatna | 03/2019 | 07/2021 | |
| Asc Wealth Management, Llc | Hagatna | 08/2019 | 07/2021 | |
| Golden State Equity Advisors Llc | San Metro | CA | 03/2022 | 09/2022 |
| Legacy Wealth Management, Inc. | Barrigada | 06/2012 | Present | |
| Legacy Wealth Management, Inc. | Barrigada | 11/2011 | Present | |
| Golden State Equity Partners, Llc | South Metro | CA | 09/2022 | 03/2023 |
| United Advisor Group | Cincinnati | OH | 03/2023 | Present |
Sale of life insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-09-20 |
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