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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 | Oct 28, 2013 | n/a | yes | PLYMOUTH MEETING, PA | Current employment |
| SAGE FINANCIAL GROUP INC. | Independent wealth | Jul 18, 2011 | May 31, 2012 | no | WEST CONSHOHOCKEN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SAGE FINANCIAL GROUP INC. | LEGACY ADVISORS, LLC | May 31, 2012 | Oct 28, 2013 | 515 | Firm change after gap | Other |