Timothy Charles Legamaro

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2024-09-06
AZ	RA	APPROVED	2018-02-14
GA	RA	APPROVED	2018-02-14
IL	RA	APPROVED	2018-02-14
TX	RA	APPROVED	2018-02-14
WA	RA	APPROVED	2018-02-14

CO RA
APPROVED

Since 2024-09-06
AZ RA
APPROVED

Since 2018-02-14
GA RA
APPROVED

Since 2018-02-14
IL RA
APPROVED

Since 2018-02-14
TX RA
APPROVED

Since 2018-02-14
WA RA
APPROVED

Since 2018-02-14

Branch Locations

717 Everhart Rd, Corpus Christi, TX 78411 • United States

Castle Pines, CO • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Invest Financial Corporation	Tampa	FL	04/2007	02/2018
Lpl Financial Llc	Corpus Christi	TX	02/2018	Present

04/2007 → 02/2018

Invest Financial Corporation

Tampa, FL
02/2018 → Present

Lpl Financial Llc

Corpus Christi, TX

Previous Registrations

2007-05-07 → 2018-02-16

Invest Financial Corporation

Corpus Christi, TX

Appleton, WI
2007-01-05 → 2007-05-09

Pfic Advisors, Inc.

Franklin, TN
2004-08-31 → 2005-09-01

Select Advisory Services, Llc

Houston, TX

Other Businesses

1. 02/14/2018 - Legamaro Insurance Services - Investment Related - At Reported Business Location(s) - Insurance Agency - Start Date 1/1997. 2. 02/14/2018 - TAC COMPANY LLC. - Not Investment Related - At Reported Business Location(s) - Real Estate Rental - President - Start Date 9/2004 - 1 During Securities Trading. 3. 02/14/2018 - Legamaro Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 1/1/97 - 200 During Securities Trading. 4. 02/14/2018 - Legamaro Family Partners - Not Investment Related - 3424 NEWCASTLE, CORPUS, CHRISTI, T - FAMILY LTD PARTNERSHIP - Partner - Start Date 8/2005 - 1 Hours Per Month. 5. 4/5/2019 - No Business Name - Investment Related - 717 Everhart, Corpus Christi, Texas 78411 - Real Estate Rental - Started 01/01/2019 - 1 Hours Per Month During Securities Trading - Purchase of real estate for investment and rental income. 6. 9/6/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Other-Trustee of 401k plan - Started 07/01/2019 - 1 Hour Per Month During Securities Trading - Trustee of 401k plan for Legamaro Financial Services-sponsor and trustee of employee 401k and profit sharing plan. 7. 1/6/2020 - No Business Names - Investment Related - At Reported Business Location(s) - Corpus Christi, Texas - Real Estate Rental - Started 04/17/2019 - 0 Hours Per Month. 8. 09/10/2021 - Legamaro Family Dynasty LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 06/22/2021 - 1 Hour Per Month/1 Hour During Securities Trading. 9. 01/13/2026 - Other - partner - building and sale of spec homes - Investment Related - Home Based - Start Date 01/01/2026 - 10 hours per month/ during trading

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-09-19
S63	Uniform Securities Agent State Law Examination	1993-12-09

S65 Uniform Investment Adviser Law Examination

2016-09-19
S63 Uniform Securities Agent State Law Examination

1993-12-09

Other Names

Tim Legamaro
Timothy Legamaro

View on SEC IAPD