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 EDGE ADVISORS

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

Dec 13, 2005earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Dec 13, 2005

First registration

Jul 18, 2006

Dual registered

no

IAPD individual key

4852253

• Occurred

  Nov 1, 2023
  Advisor changed firm

  Kevin Marshall Brooks left Wealthshield Partners, Llc for Legacy Edge Advisors (registered 2023-11-01)

  Form ADVobserved 5 days ago
• Occurred

  Mar 2, 2022
  Advisor changed firm

  Kevin Marshall Brooks left Advice And Planning Services for Wealthshield Partners, Llc (registered 2022-03-31)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8740efcb-5094-91dc-4de9-fb65374359c6

First observed

Jul 18, 2006

Last observed

Sep 15, 2026 5 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.