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13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-11-25 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Union Bank | San Diego | CA | 04/2009 | 10/2020 |
| Unionbanc Investment Services | San Diego | CA | 05/2012 | 10/2020 |
| Bbva Usa | Birmingham | AL | 10/2020 | 07/2021 |
| Bbva Insurance Agency, Inc. | Austin | TX | 10/2020 | 07/2021 |
| Bbva Securities, Inc. | Phoenix | AZ | 12/2020 | 07/2021 |
| Bbva Wealth Solutions, Inc | Phoenix | AZ | 12/2020 | 07/2021 |
| Pnc Bank | Pittsburgh | PA | 07/2021 | 12/2023 |
| Atoz Auto Detail | Phoenix | AZ | 12/2023 | 12/2025 |
| Legacy Wealth Management, Llc | Phoenix | AZ | 11/2024 | Present |
Harvest Wealth Strategies, LLC, is not investment related, 1309 W. San Miguel Ave., Phoenix, AZ 85013, Exit planning business, Owner/Operator, Owner, started in January of 2025, devote about 80 hours a month to this business, with 80 hours conducted during trading hours, provides financial planning and exit planning consulting services to business owners. This activity is conducted outside of Legacy Wealth Management. Clients of Harvest Wealth Strategies may be referred to Legacy Wealth Management for investment advisory services, which creates a conflict that advisor has been notified must be disclosed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-03 |
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