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Advisor at LEGACY EDGE ADVISORS
SYOSSET, NY | Lakewood, CO
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 EDGE ADVISORS | Independent wealth | Jan 20, 2026 | n/a | yes | Lakewood, CO|SYOSSET, NY | Current employment |
| LEGACY EDGE ADVISORS | Independent wealth | Jun 24, 2024 | Dec 31, 2025 | no | Lakewood, CO|SYOSSET, NY | Previous registration |
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | May 4, 2005 | May 29, 2024 | no | Glendale, CO|DENVER, CO|DENVER, CO|Lakewood, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ADVICE AND PLANNING SERVICES | LEGACY EDGE ADVISORS | May 29, 2024 | Jun 24, 2024 | 26 | Firm change | Ibd to RIA |