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.

Current firm

LEGACY WEALTH PARTNERS, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 14, 2005earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

2

Registered states

2

Exams

S66

First exam

Oct 14, 2005

First registration

Nov 15, 2005

Dual registered

yes, broker-dealer

Other names

MELISSA A. BLOESER|MELISSA A. Wagner

IAPD individual key

4961955

• Occurred

  Apr 1, 2025
  Advisor changed firm

  Melissa Ann Wagner left Aveo Capital Partners, Llc for Dmk Advisor Group, Inc. (registered 2022-01-05)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:205eab7d-5ae5-4ec4-1ebc-32a556a6f697

First observed

Nov 15, 2005

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.