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Patrick Scott Wilson

Legacy Wealth Management, LLC

Boise, ID

Costa Mesa, CA

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Current Employers
Legacy Wealth Management, Llc

13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-05-28
CA RA APPROVED 2021-07-12
  • TX RA
    APPROVED_RES
    Since 2025-05-28
  • CA RA
    APPROVED
    Since 2021-07-12

Branch Locations

13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States

Costa Mesa, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Crown Capital Securities Orange CA 04/2002 07/2021
Legacy Wealth Management, Llc Boise ID 07/2021 Present
Previous Registrations
  • 2007-01-03 → 2021-07-09
    Crown Capital Securities, L.P.
    Newport Beach, CA
    Newport Beach, CA
    Costa Mesa, CA
    Orange, CA
    Fullerton, CA
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-11-14
S63 Uniform Securities Agent State Law Examination 2002-08-12
  • S66 Uniform Combined State Law Examination
    2006-11-14
  • S63 Uniform Securities Agent State Law Examination
    2002-08-12

View on SEC IAPD

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