0001622950-14-000002.txt : 20141204
0001622950-14-000002.hdr.sgml : 20141204
20141204115641
ACCESSION NUMBER: 0001622950-14-000002
CONFORMED SUBMISSION TYPE: MA-I
PUBLIC DOCUMENT COUNT: 1
FILED AS OF DATE: 20141023
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: LEGACY WEALTH MANAGEMENT, LLC
CENTRAL INDEX KEY: 0001622950
IRS NUMBER: 200035809
STATE OF INCORPORATION: WI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: MA-I
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-04204
FILM NUMBER: 141265569
BUSINESS ADDRESS:
STREET 1: 1009 W. GLEN OAKS LANE
STREET 2: SUITE 103
CITY: MEQUON
STATE: WI
ZIP: 53092
BUSINESS PHONE: 262-518-0347
MAIL ADDRESS:
STREET 1: 1009 W. GLEN OAKS LANE
STREET 2: SUITE 103
CITY: MEQUON
STATE: WI
ZIP: 53092
MA-I
1
primary_doc.xml
MA-I
0001622950
XXXXXXXX
Barbara Olson
608-283-2648
barbara.olson@quarles.com
N
Michael
William
Scalise
001855608
N
1
0001622950
LEGACY WEALTH MANAGEMENT, LLC
01-14-2014
N
10-23-2014
0001622950
LOCATED
SUPERVISED
10-23-2014
1009 W. GLEN OAKS LANE
SUITE 103
MEQUON
WI
53092
01-2014
Legacy Wealth Management, LLC
Mequon
WI
53092
Y
Y
Financial Adviser
05-2000
12-2013
Robert W. Baird & Co., Incorporated
Milwaukee
WI
53202
Y
Y
Director
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
10-23-2014
Lawrence R. Kinney
Managing Member