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 FINANCIAL GROUP

Current firm class

former SEC adviserderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

11derivedfrom the current registration's begin date

Current registrations

2

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Oct 2, 2013

Dual registered

yes, broker-dealer

Other names

ANN LEWIS ABEL|ANN COOPER

IAPD individual key

6236774

Graph

RIA / Wealth Management

Canonical id

dfx:ria:91d560fc-84d8-dee3-c04b-bb5c65a71182

First observed

Aug 1, 2013

Last observed

Sep 14, 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.