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Advisor at LEGACITREE WEALTH MANAGEMENT, LLC
BUFORD, GA
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 |
|---|---|---|---|---|---|---|
| LEGACITREE WEALTH MANAGEMENT, LLC | State registered | Jan 19, 2022 | n/a | yes | BUFORD, GA | Current employment |
| LEGACITREE WEALTH MANAGEMENT, LLC | State registered | Jan 5, 2021 | Dec 31, 2021 | no | Buford, GA | Previous registration |
| PRUCO SECURITIES, LLC | No RAUM reported | May 24, 2017 | Jan 6, 2021 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRUCO SECURITIES, LLC | LEGACITREE WEALTH MANAGEMENT, LLC | Jan 6, 2021 | Jan 5, 2021 | -1 | Firm change | Ibd to state RIA |