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Lawrence James Epperly

Legacy Wealth Management, LLC

Memphis, TN

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Current Employers
Legacy Wealth Management, Llc

1715 Aaron Brenner Dr. Suite 301, Memphis, TN 38120-1443 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-05-06
  • TN RA
    APPROVED
    Since 2025-05-06

Branch Locations

1715 Aaron Brenner Dr. Suite 301, Memphis, TN 38120-1443 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Legacy Wealth Management Memphis TN 06/2017 Present
Pnc Bank Pittsburgh PA 08/2014 06/2017
  • 06/2017 → Present
    Legacy Wealth Management
    Memphis, TN
  • 08/2014 → 06/2017
    Pnc Bank
    Pittsburgh, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-09-22
  • S65 Uniform Investment Adviser Law Examination
    2017-09-22
Designations

View on SEC IAPD

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