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Family Legacy, Inc. CRD 110945
$377M regulatory AUM 3 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
900 Pendleton Street Suite 200, Greenville, SC 29601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-08-20 |
Branch Locations
900 Pendleton Street Suite 200, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southern Community Services | Columbia | SC | 12/2012 | 12/2019 |
| Community Association Management Services | Greenville | SC | 01/2020 | 04/2021 |
| Family Legacy, Inc. | Greenville | SC | 05/2021 | Present |
| Family Legacy, Inc. | Greenville | SC | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-19 |
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