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13500 Evening Creek Dr. N #555, San Diego, CA 92128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-29 |
Branch Locations
13500 Evening Creek Dr N #555, San Diego, CA 92128 • USA
4273 Northlake Blvd, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Lake Worth | FL | 01/2014 | 02/2017 |
| Legacy Advisors Inc. | Palm Beach Gardens | FL | 02/2017 | Present |
| Madison Avenue Securities | San Diego | CA | 02/2017 | Present |
1. Name: Legacy Advisors Partners, LLC.; Investment Related: Yes; Address: 4273 Northlake Blvd, Palm Beach Gardens, FL 33410; Nature of the Business: Financial Management Firm; Position: Director of Operations; Start Date: 02/2017; Hour Per Week: 40-50 Hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-18 |
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