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Advisor at LEGACY ADVISORS, LLC
PLYMOUTH MEETING, PA
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 ADVISORS, LLC | Independent wealth | Jan 12, 2021 | n/a | yes | PLYMOUTH MEETING, PA | Current employment |
| MYCIO WEALTH PARTNERS, LLC | Independent wealth | Oct 5, 2015 | Jan 4, 2021 | no | PHILADELPHIA, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MYCIO WEALTH PARTNERS, LLC | LEGACY ADVISORS, LLC | Jan 4, 2021 | Jan 12, 2021 | 8 | Firm change | RIA to RIA |