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Advisor at LEGACY CONSULTING GROUP
PLANO, TX
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 CONSULTING GROUP | Independent wealth | Jun 29, 2017 | n/a | yes | PLANO, TX | Current employment |
| VICUS CAPITAL, INC. | Independent wealth | May 2, 2016 | Jan 31, 2017 | no | State College, PA | Previous registration |
| LEE FINANCIAL COMPANY, LLC | Independent wealth | Oct 13, 2005 | May 4, 2016 | no | DALLAS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VICUS CAPITAL, INC. | LEGACY CONSULTING GROUP | Jan 31, 2017 | Jun 29, 2017 | 149 | Firm change | Other |
| LEE FINANCIAL COMPANY, LLC | VICUS CAPITAL, INC. | May 4, 2016 | May 2, 2016 | -2 | Firm change | Other |