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RIA / WealthAdvisor26 years in industry

TAMARA LYNN SURRATT

Advisor at LEGACY FAMILY OFFICE, LLC

BONITA SPRINGS, FL

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Search this name across graphsid dfx:ria:c5aa93e1-ac37-02ba-a310-7a79a0f8f68c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 2
Observed: Jun 28, 2006 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Tammy Lynn Surratt

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

Tammy Lynn Surratt

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LEGACY FAMILY OFFICE, LLC
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: Mar 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Jun 26, 2006
First registration: Jun 28, 2006
Dual registered: no
Other names: TAMMY LYNN SURRATT|TAMMY LYNN SURRAT-MEDFORD|TAMMY LYNN SURRATT-MEDFORD|TAMMY LYNN SURRATT-MEDFORD|Tamara L. Surratt
IAPD individual key: 4371065

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LEGACY FAMILY OFFICE, LLC	Former SEC adviser	Sep 24, 2020	n/a	yes	BONITA SPRINGS, FL	Current employment
ETON ADVISORS	Mixed wealth	Apr 26, 2024	Oct 4, 2024	no	CHAPEL HILL, NC\|Bonita Springs, FL	Previous registration
Pathstone	Independent wealth	Feb 4, 2013	Dec 11, 2013	no	ESTERO, FL\|ENGLEWOOD, NJ	Previous registration
LEGACY FAMILY OFFICE, LLC	Former SEC adviser	May 29, 2008	Mar 1, 2013	no	NAPLES, FL\|ESTERO, FL	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jun 28, 2006	Aug 8, 2008	no	FORT MYERS, FL\|NAPLES, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ETON ADVISORS	n/a	Oct 4, 2024	n/a	n/a	Departure no registered destination	Departure
Pathstone	LEGACY FAMILY OFFICE, LLC	Dec 11, 2013	Sep 24, 2020	2,479	Firm change after gap	Other
LEGACY FAMILY OFFICE, LLC	Pathstone	Mar 1, 2013	Feb 4, 2013	-25	Firm change	Other
LPL FINANCIAL LLC	LEGACY FAMILY OFFICE, LLC	Aug 8, 2008	May 29, 2008	-71	Firm change after gap	Other

Relationships

Registered with (4)

→ LEGACY FAMILY OFFICE, LLCRegistered adviserregistration: previous registration
May 29, 2008 to Mar 1, 2013factForm ADV
→ ETON ADVISORSRegistered adviserregistration: previous registration
Apr 26, 2024 to Oct 4, 2024factForm ADV
→ PATHSTONERegistered adviserregistration: previous registration
Feb 4, 2013 to Dec 11, 2013factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jun 28, 2006 to Aug 8, 2008factForm ADV

Dated events

Occurred
Oct 4, 2024
Advisor departed, no destination yet
Tamara Lynn Surratt no longer registered at Eton Advisors; no later IA registration on IAPD
Form ADVobserved 6 days ago