DP
David Patrick Dwyer
CRD 5015116
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Legacy Financial Strategies, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Legacy Financial Strategies, Llc
Minority Owner / Principal · 10% – 25% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗