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RIA / WealthAdvisor24 years in industry

JOSHUA DAVID STAMM

Advisor at LEGACY WEALTH MANAGEMENT GROUP, INC.

LYNCHBURG, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:67bfa910-d2b1-9321-5e09-a3f4c0f052f8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 19, 2005 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LEGACY WEALTH MANAGEMENT GROUP, INC.
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: Aug 28, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S66|S63
First exam: Aug 28, 2002
First registration: Jan 19, 2005
Dual registered: no
IAPD individual key: 4557338

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LEGACY WEALTH MANAGEMENT GROUP, INC.	Independent wealth	Aug 16, 2022	n/a	yes	LYNCHBURG, VA	Current employment
SIMPLYRIA ADVISOR NETWORK	Independent wealth	Mar 13, 2017	Aug 16, 2022	no	Lynchburg, VA\|BRIGHTON, MI	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Mar 28, 2008	Dec 31, 2016	no	ROANOKE, VA\|LYNCHBURG, VA	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Jan 19, 2005	Apr 14, 2008	no	LYNCHBURG, VA\|LYNCHBURG, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SIMPLYRIA ADVISOR NETWORK	LEGACY WEALTH MANAGEMENT GROUP, INC.	Aug 16, 2022	Aug 16, 2022	0	Firm change	RIA to new firm
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	SIMPLYRIA ADVISOR NETWORK	Dec 31, 2016	Mar 13, 2017	72	Firm change	Other
UBS FINANCIAL SERVICES INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Apr 14, 2008	Mar 28, 2008	-17	Firm change	Wirehouse to wirehouse

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
154494:322235:MI:2022-08-09	Aug 16, 2022	Aug 16, 2022	BRIGHTON, MI	Firm change

Relationships

Registered with (4)

→ LEGACY WEALTH MANAGEMENT GROUP, INC.Registered adviserregistration: current employment
Aug 16, 2022 to presentfactForm ADV
→ SIMPLYRIA ADVISOR NETWORKRegistered adviserregistration: previous registration
Mar 13, 2017 to Aug 16, 2022factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Mar 28, 2008 to Dec 31, 2016factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Jan 19, 2005 to Apr 14, 2008factForm ADV

Dated events

Occurred
Aug 16, 2022
Advisor changed firm
Joshua David Stamm left Simplyria Advisor Network for Legacy Wealth Management Group, Inc. (registered 2022-08-16)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:67bfa910-d2b1-9321-5e09-a3f4c0f052f8
First observed: Jan 19, 2005
Last observed: Sep 14, 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.

JOSHUA DAVID STAMM

Advisor at LEGACY WEALTH MANAGEMENT GROUP, INC.

LYNCHBURG, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:67bfa910-d2b1-9321-5e09-a3f4c0f052f8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:02 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

LEGACY WEALTH MANAGEMENT GROUP, INC.

Independent wealth

Aug 16, 2022

n/a

yes

LYNCHBURG, VA

Current employment

SIMPLYRIA ADVISOR NETWORK

Independent wealth

Mar 13, 2017

Aug 16, 2022

Lynchburg, VA|BRIGHTON, MI

Previous registration

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

Mar 28, 2008

Dec 31, 2016

ROANOKE, VA|LYNCHBURG, VA

Previous registration

UBS FINANCIAL SERVICES INC.

Wirehouse

Jan 19, 2005

Apr 14, 2008

LYNCHBURG, VA|LYNCHBURG, VA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

SIMPLYRIA ADVISOR NETWORK

LEGACY WEALTH MANAGEMENT GROUP, INC.

Aug 16, 2022

Firm change

RIA to new firm

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

SIMPLYRIA ADVISOR NETWORK

Dec 31, 2016

Mar 13, 2017

Firm change

Other

UBS FINANCIAL SERVICES INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Apr 14, 2008

Mar 28, 2008

-17

Firm change

Wirehouse to wirehouse

Team

Left

Joined

From

Kind

154494:322235:MI:2022-08-09

Aug 16, 2022

BRIGHTON, MI

Firm change