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 FOLIOS

Current firm class

state registeredderived

Book size

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

Industry start

Jul 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65

First exam

Apr 22, 2022

First registration

Aug 1, 2022

Dual registered

no

IAPD individual key

7607493

• Occurred

  Feb 26, 2026
  Advisor changed firm

  Braiden Simpson left Csenge Advisory Group, Llc for Legacy Folios (registered 2026-03-12)

  Form ADVobserved 6 days ago
• Occurred

  Jul 22, 2025
  Advisor changed firm

  Braiden Simpson left Peak American Investment Advisors, Inc. for Csenge Advisory Group, Llc (registered 2025-10-28)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:35d8ee7e-7722-83fd-4787-6b1330bc8820

First observed

Aug 1, 2022

Last observed

Sep 15, 2026 6 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.