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Advisor at LEGACY FINANCIAL ADVISORS
TOWSON, MD
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 FINANCIAL ADVISORS | State registered | Jun 18, 2026 | n/a | yes | TOWSON, MD | Current employment |
| PROSPERITY - AN EISNERAMPER COMPANY | Independent wealth | Nov 21, 2023 | Jun 12, 2026 | no | OWINGS MILLS, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PROSPERITY - AN EISNERAMPER COMPANY | LEGACY FINANCIAL ADVISORS | Jun 12, 2026 | Jun 18, 2026 | 6 | Firm change | RIA to state RIA |