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5 Apollo Road, Suite 100, Plymouth Meeting, PA 19462 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-13 |
| TX | RA | APPROVED | 2026-08-13 |
Branch Locations
5 Apollo Road, Suite 100, Plymouth Meeting, PA 19462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westport Resources Management Inc | Westport | CT | 05/2015 | 12/2016 |
| United Capital Financial Advisers, Llc | Newport Beach | CA | 08/2016 | 01/2017 |
| Na | New York | NY | 01/2017 | 02/2018 |
| Tarbox Family Office, Inc | Newport Beach | CA | 02/2018 | 04/2021 |
| Domani Wealth Llc | Lancaster | PA | 05/2021 | 03/2023 |
| Westport Resources Management Inc | Westport | CT | 07/2015 | 12/2016 |
| United Capital Financial Advisers | Westport | CT | 08/2016 | 01/2017 |
| Legacy Advisors, Llc | Plymouth Meeting | PA | 05/2023 | 03/2026 |
| Legacy Advisors, Llc | Plymouth Meeting | PA | 05/2023 | 03/2026 |
| Legacy Advisors, Llc | Plymouth Meeting | PA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-13 |
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