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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-11-16 |
| GA | RA | APPROVED | 2017-11-15 |
Branch Locations
1875 Old Alabama Road Suite 730, Roswell, GA 30076 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sovereign Legacy Securities | Roswell | GA | 12/2010 | 11/2017 |
| Raymond James Financial Services, Inc. | Roswell | GA | 11/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Roswell | GA | 11/2017 | Present |
| Legacy Wealth Mgt. Group, Inc. | Roswell | GA | 11/2017 | Present |
(1)Name of Business: Legacy Wealth Mgt. Group, Inc. Address: 1875 Old Alabama Rd Suite 730, Roswell, GA, 30076, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 12/03/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Procure life insurance or long term care insurance for our clients on an as needed basis (2)Name of Business: Legacy Wealth Mgt. Group, Inc. Address: 1875 Old Alabama Rd Suite 730, Roswell, GA, 30076, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Officer - President Investment Related: No Start Date: 11/02/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Pres/CEO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-05 |
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