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Advisor at LEGACY WEALTH ADVISORS, LLC
NORTH MIAMI BEACH, FL | Palm Coast, FL
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 WEALTH ADVISORS, LLC | Independent wealth | Jan 28, 2026 | n/a | yes | Palm Coast, FL|NORTH MIAMI BEACH, FL | Current employment |
| ELEMENT POINTE FAMILY OFFICE | Independent wealth | Aug 25, 2021 | Aug 4, 2025 | no | MIAMI, FL|Palm Coast, FL|MIAMI, FL|Miami, FL | Previous registration |
| BIGSUR PARTNERS, LLC | Independent wealth | Jan 29, 2021 | Aug 6, 2021 | no | MIAMI, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ELEMENT POINTE FAMILY OFFICE | LEGACY WEALTH ADVISORS, LLC | Aug 4, 2025 | Jan 28, 2026 | 177 | Firm change | RIA to RIA |
| BIGSUR PARTNERS, LLC | ELEMENT POINTE FAMILY OFFICE | Aug 6, 2021 | Aug 25, 2021 | 19 | Firm change | RIA to RIA |