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RIA / WealthAdvisor12 years in industry

Branden Curtiss Bosch

Advisor at LEGACY WEALTH MANAGEMENT GROUP, INC.

LYNCHBURG, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:de1b4d83-0d64-6962-5f8a-5157353bf86c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 23, 2014 to Sep 14, 2026

Across DFX

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.

Facts

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

Current firm: LEGACY WEALTH MANAGEMENT GROUP, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 20, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Jun 20, 2014
First registration: Jun 23, 2014
Dual registered: no
Other names: BRANDEN CURTISS BOSCH|BRANDEN BOSCH
IAPD individual key: 6294473

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 WEALTH MANAGEMENT GROUP, INC.	Independent wealth	Aug 9, 2022	n/a	yes	LYNCHBURG, VA	Current employment
SIMPLYRIA ADVISOR NETWORK	Independent wealth	Feb 24, 2017	Aug 9, 2022	no	Lynchburg, VA\|BRIGHTON, MI	Previous registration
WADDELL & REED	Former SEC adviser	Sep 23, 2016	Dec 27, 2016	no	VIRGINIA BEACH, VA\|LYNCHBURG, VA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jun 23, 2014	Sep 22, 2016	no	LYNCHBURG, VA	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
SIMPLYRIA ADVISOR NETWORK	LEGACY WEALTH MANAGEMENT GROUP, INC.	Aug 9, 2022	Aug 9, 2022	0	Firm change	RIA to new firm
WADDELL & REED	SIMPLYRIA ADVISOR NETWORK	Dec 27, 2016	Feb 24, 2017	59	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WADDELL & REED	Sep 22, 2016	Sep 23, 2016	1	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
154494:322235:MI:2022-08-09	Aug 9, 2022	Aug 9, 2022	BRIGHTON, MI	Firm change
866:154494:VA:2016-12-27	Dec 27, 2016	Feb 24, 2017	LYNCHBURG, VA	Firm change

Relationships

Registered with (4)

→ LEGACY WEALTH MANAGEMENT GROUP, INC.Registered adviserregistration: current employment
Aug 9, 2022 to presentfactForm ADV
→ SIMPLYRIA ADVISOR NETWORKRegistered adviserregistration: previous registration
Feb 24, 2017 to Aug 9, 2022factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Sep 23, 2016 to Dec 27, 2016factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jun 23, 2014 to Sep 22, 2016factForm ADV

Dated events

Occurred
Aug 9, 2022
Advisor changed firm
Branden Curtiss Bosch left Simplyria Advisor Network for Legacy Wealth Management Group, Inc. (registered 2022-08-09)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:de1b4d83-0d64-6962-5f8a-5157353bf86c
First observed: Jun 23, 2014
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Branden Curtiss Bosch

Advisor at LEGACY WEALTH MANAGEMENT GROUP, INC.

LYNCHBURG, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:de1b4d83-0d64-6962-5f8a-5157353bf86c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:18 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

LEGACY WEALTH MANAGEMENT GROUP, INC.

Independent wealth

Aug 9, 2022

n/a

yes

LYNCHBURG, VA

Current employment

SIMPLYRIA ADVISOR NETWORK

Independent wealth

Feb 24, 2017

Aug 9, 2022

Lynchburg, VA|BRIGHTON, MI

Previous registration

WADDELL & REED

Former SEC adviser

Sep 23, 2016

Dec 27, 2016

VIRGINIA BEACH, VA|LYNCHBURG, VA

Previous registration

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

Jun 23, 2014

Sep 22, 2016

LYNCHBURG, VA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

SIMPLYRIA ADVISOR NETWORK

LEGACY WEALTH MANAGEMENT GROUP, INC.

Aug 9, 2022

Firm change

RIA to new firm

WADDELL & REED

SIMPLYRIA ADVISOR NETWORK

Dec 27, 2016

Feb 24, 2017

Firm change

Other

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WADDELL & REED

Sep 22, 2016

Sep 23, 2016

Firm change

Other

Team

Left

Joined

From

Kind

154494:322235:MI:2022-08-09

Aug 9, 2022

BRIGHTON, MI

Firm change

866:154494:VA:2016-12-27

Dec 27, 2016

Feb 24, 2017

LYNCHBURG, VA

Firm change