FIRST UNITED LEGACY ADVISORS LLC
Legal name: FIRST UNITED LEGACY ADVISORS
CRD #324254 SEC #801-127079 OAKLAND, MD 832-940-9952
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
1
Clients
0
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 21, 2022
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WOLF, JONATHAN, JOSEPH | I | PRESIDENT, CEO, CCO | NA | Control |
| WOLF, JONATHAN, JOSEPH | I | PRESIDENT, CEO, CCO | NA | Control |
| FIRST UNITED CORPORATION | DE | OWNER | E | Control |
| FIRST UNITED CORPORATION | DE | OWNER | E | Control |
Registrations
Federal
IA
Nov 21, 2022 REGISTERED
Notice Filings (3)
CO MD TX
Address
19 S. 2ND STREETOAKLAND, MD 21550
United States
Phone: 832-940-9952