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Legacy Wealth Management, LLC

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Company Details

Name: Legacy Wealth Management, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 19 Oct 2012 (13 years ago)
Identification Number: 000793952
Purpose: FINANCIAL SERVICES
Principal Address: Google Maps Logo 220 CONGRESS PARK DRIVE SUITE 110, DELRAY BEACH, FL, 33445, USA

Agent

Name Role Address
JOAN WILLS Agent 65 GRANDE ISLE DR APT 367, WAKEFIELD, RI, 02879, USA

Filings

Number Name File Date
202458522080 Annual Report 2024-08-02
202458522440 Annual Report 2024-08-02
202458522710 Annual Report 2024-08-02
202458522800 Annual Report 2024-08-02
202458521830 Reinstatement 2024-08-02

Uniform Commercial Code

The Uniform Commercial Code (UCC) is a comprehensive set of laws governing all commercial transactions in the United States.

A UCC filing is a public notice of a secured transaction. A financing statement indicates a commercial agreement between a debtor and a secured party.

Uniform Commercial Code Summary

Type:
UCC-3 TERMINATION
UCC Filing Number:
Filing Date:
2024-10-17
Action:
TerminationSecuredParty

Parties

Party Name:
Legacy Wealth Management, LLC
Party Role:
Debtor(s)
Party Name:
LEGACY WEALTH MANAGEMENT ADVISORS, LLC
Party Role:
Debtor(s)

Uniform Commercial Code Summary

Type:
UCC-3 CONTINUATION
UCC Filing Number:
Filing Date:
2023-08-15
Action:
Continuation

Parties

Party Name:
Legacy Wealth Management, LLC
Party Role:
Debtor(s)
Party Name:
LEGACY WEALTH MANAGEMENT ADVISORS, LLC
Party Role:
Debtor(s)
Party Role:
Secured Parties
Party Name:
NORTHEAST BANK
Party Role:
Secured Parties

Uniform Commercial Code Summary

Type:
UCC-3 AMENDMENT
UCC Filing Number:
Filing Date:
2023-03-07
Action:
SecuredPartyChange

Parties

Party Name:
Legacy Wealth Management, LLC
Party Role:
Debtor(s)
Party Name:
LEGACY WEALTH MANAGEMENT ADVISORS, LLC
Party Role:
Debtor(s)
Party Role:
Secured Parties
Party Name:
NORTHEAST BANK
Party Role:
Secured Parties

USAspending Awards / Financial Assistance

Date:
2015-10-28
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES WHICH ARE UNABLE TO OBTAIN FINANCING IN THE PRIVATE CREDIT MARKETPLACE
Obligated Amount:
0.00
Face Value Of Loan:
305000.00
Total Face Value Of Loan:
305000.00

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Date of last update: 30 May 2025

Sources: Rhode Island Department of State