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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-16 |
| FL | RA | APPROVED | 2025-01-24 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legner Financial Group | Spring Hill | FL | 03/2001 | Present |
| Lincoln Financial Securities Corporation | Spring Hill | FL | 07/2008 | 01/2025 |
| Osaic Wealth, Inc. | Spring Hill | FL | 01/2025 | Present |
1) LEGNER FINANCIAL GROUP 2170 MARINER BLVD SPRING HILL, FL 34609 CATEGORY: TAX PREPARATION INVESTMENT RELATED: NO TITLE: OWNER DUTIES: PREPARE INCOME TAX RETURNS DURING TAX SEASON, 2/1 - 4/15. START DATE: 01/01/2001 HOURS PER MONTH: 120-160 IN-SEASON; 10-20 OFF-SEASON HOURS PER MONTH DURING TRADING HOURS: 0 OFF-SEASON. 2) JOHN LEGNER 2170 MARINER BLVD SPRING HILL, FL 34609 CATEGORY: NOTARY PUBLIC INVESTMENT-RELATED: NO TITLE: NOTARY PUBLIC DUTIES: NOTARIZE PERSON'S SIGNATURE. START DATE: 02/14/2000 HOURS PER MONTH: 0 HOURS PER MONTH DURING TRADING HOURS: 0. 3) JOHN LEGNER 2170 MARINER BLVD SPRING HILL, FL 34609 CATEGORY: EQUITY INDEXED ANNUITIES/INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFER AND SELL EQUITY INDEXED ANNUITIES. START DATE: 11/2011 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1. 4) JOHN LEGNER 2170 MARINER BLVD SPRING HILL, FL 36409 INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS FIXED ANNUITIES START DATE: 12/20/2017 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-05 |
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