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Advisor at LEGACY CAPITAL WEALTH PARTNERS, LLC
ROGERS, AR
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 CAPITAL WEALTH PARTNERS, LLC | Independent wealth | Feb 23, 2023 | n/a | yes | ROGERS, AR | Current employment |
| ARVEST WEALTH MANAGEMENT | Independent wealth | Jun 28, 2006 | Mar 20, 2023 | no | JOPLIN, MO|TULSA, OK|LITTLE ROCK, AR|LITTLE ROCK, AR|OVERLAND PARK, KS|BARTLESVILLE, OK|FORT SMITH, AR|LOWELL, AR|ROGERS, AR|BENTONVILLE, AR|BENTONVILLE, AR | Previous registration |
| A. G. EDWARDS & SONS, INC. | n/a | Feb 23, 2006 | Jun 13, 2006 | no | AMARILLO, TX | Previous registration |
| FSW PARTNERS, L.P. | n/a | Apr 4, 2005 | Jan 12, 2006 | no | FORT WORTH, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ARVEST WEALTH MANAGEMENT | LEGACY CAPITAL WEALTH PARTNERS, LLC | Mar 20, 2023 | Feb 23, 2023 | -25 | Firm change | RIA to RIA |
| A. G. EDWARDS & SONS, INC. | ARVEST WEALTH MANAGEMENT | Jun 13, 2006 | Jun 28, 2006 | 15 | Firm change | Other |
| FSW PARTNERS, L.P. | A. G. EDWARDS & SONS, INC. | Jan 12, 2006 | Feb 23, 2006 | 42 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 42057:291960:AR:2023-03-20 | Mar 20, 2023 | Feb 23, 2023 | BENTONVILLE, AR | Firm change |