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206 N Union St, Kennett Square, PA 19348 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-11-22 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2013-01-31 |
| NJ | RA | APPROVED | 2012-06-04 |
Branch Locations
206 N. Union Street, Kennett Square, PA 19348 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2012-06-01 |
| PA | RA | APPROVED | 2012-06-01 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
206 North Union Street, Kennett Square, PA 19348 • United States
South Bethany, DE • United States
Landenberg, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Analysts Inc | Radnor | PA | 11/2004 | Present |
| Legacy Solutions, Llc | Kennett Square | PA | 11/2022 | Present |
| Lincoln Investment | Kennett Square | PA | 06/2012 | Present |
| Legacy Solutions, Inc. | Kennett Square | PA | 02/2002 | Present |
LEGACY SOLUTIONS, LLC POSITION: Manager, IAR NATURE: IRIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 130 START DATE: 11/29/2022 ADDRESS: 206 N. Union St, Kennett Square PA 19348, United States DESCRIPTION: Run RIA and advise clients LEGACY SOLUTIONS INCORPORATED POSITION: President and Agent NATURE: Insurance and shareholder INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/2002 ADDRESS: 206 N Union Street, Kennett Square PA 19348, United States DESCRIPTION: Insurance sales to deal with risk management issues Real Estate Position: Sole Proprietor, Landlord Nature: Real Estate Investment, Rental and Appreciation Investment Related: Yes Hours: 1 Securities Trading Hours: 1 Start Date: 1/1/1986 Address: 476 Chesterville Rd Landenberg, PA 19350 Description: Landlord for rental.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-03 |
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