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Advisor at LEGACY WEALTH MANAGEMENT, LLC
Boynton Beach, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| LEGACY WEALTH MANAGEMENT, LLC | Independent wealth | May 27, 2025 | n/a | yes | Boynton Beach, FL | Current employment |
| SINGER WEALTH ADVISORS LLC | Independent wealth | Sep 21, 2022 | Jun 24, 2024 | no | BOCA RATON, FL | Previous registration |
| CASTLE WEALTH MANAGEMENT | Independent wealth | Mar 16, 2021 | Sep 12, 2022 | no | BOYNTON BEACH, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SINGER WEALTH ADVISORS LLC | LEGACY WEALTH MANAGEMENT, LLC | Jun 24, 2024 | May 27, 2025 | 337 | Firm change | RIA to RIA |
| CASTLE WEALTH MANAGEMENT | SINGER WEALTH ADVISORS LLC | Sep 12, 2022 | Sep 21, 2022 | 9 | Firm change | RIA to RIA |