| FREEDOM | PURPOSE | LEGACY Academy Wealth Management LLC
97351803 07 Apr 2022 | on 05 Sep 2023
| Financial planning and investment advisory services; Financial service... Class 036 Class 036 Insurance & Financial Services "LEGACY" | | | ACADEMY WEALTH MANAGEMENT Academy Wealth Management, LLC
88168735 25 Oct 2018 | on 30 Jul 2019
| Financial advising and consulting services Class 036 Class 036 Insurance & Financial Services "WEALTH MANAGEMENT" | | | WEALTH NAVIGATION SYSTEM Academy Wealth Management LLC
97853089 23 Mar 2023 | on 28 Sep 2024 | Financial services; namely, provision of a proprietary system by which... Class 036 Class 036 Insurance & Financial Services Financial services; namely, provision of a proprietary system by which personal financial data is aggregated in one dashboard for the purpose of fostering awareness of current financial position in order to outline next steps to get to desired financial and personal outcomes. | |