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Advisor at LEGACY WEALTH MANAGEMENT INC.
MANASSAS, VA
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 INC. | Independent wealth | Oct 10, 2024 | n/a | yes | MANASSAS, VA | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Apr 4, 2024 | Oct 16, 2024 | no | LEESBURG, VA | Previous registration |
| ABICH FINANCIAL WEALTH MANAGEMENT, LLC | Independent wealth | Jul 9, 2022 | Apr 8, 2024 | no | ASHBURN, VA | Previous registration |
| PRUCO SECURITIES, LLC | No RAUM reported | Nov 5, 2021 | May 9, 2022 | no | North Bethesda, MD|Baltimore, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | LEGACY WEALTH MANAGEMENT INC. | Oct 16, 2024 | Oct 10, 2024 | -6 | Firm change | Wirehouse to RIA |
| ABICH FINANCIAL WEALTH MANAGEMENT, LLC | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Apr 8, 2024 | Apr 4, 2024 | -4 | Firm change | RIA to wirehouse |
| PRUCO SECURITIES, LLC | ABICH FINANCIAL WEALTH MANAGEMENT, LLC | May 9, 2022 | Jul 9, 2022 | 61 | Firm change | Ibd to RIA |