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Advisor at LEGACY ADVISORS
SUMMERSVILLE, WV
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 | State registered | Aug 12, 2025 | n/a | yes | SUMMERSVILLE, WV | Current employment |
| CHARM CITY CAPITAL | n/a | Mar 3, 2025 | Nov 17, 2025 | no | BALTIMORE, MD | Previous registration |
| CHARM CITY CAPITAL | n/a | Feb 8, 2023 | Dec 31, 2024 | no | Baltimore, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHARM CITY CAPITAL | LEGACY ADVISORS | Nov 17, 2025 | Aug 12, 2025 | -97 | Firm change after gap | Other |