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Advisor at LEGACY ADVISORY SERVICES, LLC
EXTON, 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 ADVISORY SERVICES, LLC | Independent wealth | Jun 24, 2008 | n/a | yes | EXTON, PA | Current employment |
| HERITAGE ADVISORY SERVICES, INC. | Former SEC adviser | Mar 2, 2006 | Feb 6, 2008 | no | MALVERN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HERITAGE ADVISORY SERVICES, INC. | LEGACY ADVISORY SERVICES, LLC | Feb 6, 2008 | Jun 24, 2008 | 139 | Firm change | Other |