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100 Grandview Road Suite 412, Braintree, MA 02184 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2001-01-01 |
Branch Locations
100 Grandview Road Suite 412, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Investment Advisors, Inc. | Braintree | MA | 08/2000 | Present |
| Triad Advisors, Llc | Norcross | GA | 03/2008 | 08/2024 |
| Osaic Wealth, Inc. | Braintree | MA | 08/2024 | Present |
1-TWG INSURANCE AGENCY LLC; NON-INVESTMENT RELATED; 100 GRANDVIEW RD. 5412; INSURANCE BROKERAGE; EVP; 6/2007; 90 HRS/MONTH; 2-3 HRS/DAY; NO COMPENSATION; CASE DESIGN UNDERWRITING. 2)Legacy Investment Advisors;investment related;100 Grandview Rd,Suite 412;investment advisor;rep/president;1995;6.5 hrs during trading;rep,president 3)255 Grossman Drive;not investment related;266 Grossman Drive,Braintree,MA;jointly owned real estate;9/9/2021;0 hrs/month;0 hrs during trading;hope to make money when property cash flows and subsequently sold 4)Sails Call LLC;not investment related;15 Horseshoe Ln,Marshfield,MA;pleasure sailing,charitable activities;single member LLC;2/2018;0 hrs/month;0 hrs during trading;established LLC for liability purposes associated with guests on board from different charities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-13 |
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