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8667 Haven Ave Suite 200, Rancho Cucamonga, CA 91730 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-05-22 |
| ID | RA | APPROVED | 2026-02-09 |
| TN | RA | APPROVED | 2025-11-17 |
| NV | RA | APPROVED | 2022-05-02 |
| AZ | RA | APPROVED | 2022-03-07 |
| TX | RA | APPROVED_RES | 2019-05-20 |
| CA | RA | APPROVED | 2014-07-31 |
Branch Locations
8667 Haven Ave Suite 200, Rancho Cucamonga, CA 91730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Financial & Insurance Services | Rancho Cucamonga | CA | 03/2005 | Present |
| Legacy Investment Services, Llc | Rancho Cucamonga | CA | 07/2014 | Present |
| Ashland Investment Advisers | Torrance | CA | 08/2020 | 12/2020 |
| Legacy Investment Services, Llc | Rancho Cucamonga | CA | 01/2021 | Present |
| Legacy Business & Tax Services, Inc. | Rancho Cucamonga | CA | 10/2020 | 10/2022 |
| Fullerton College | Fullerton | CA | 01/2022 | Present |
| California State University San Bernardino | San Bernardino | CA | 01/2017 | Present |
| Legacy Holdco 1, Inc. | Rancho Cucamonga | CA | 10/2025 | Present |
| Legacy Holdco 2, Inc. | Rancho Cucamonga | CA | 10/2025 | Present |
| Legacy Intermediate, Llc | Rancho Cucamonga | CA | 10/2025 | Present |
| Meraki Intermediate Holdings, Llc | Arden Hills | MN | 10/2025 | Present |
1) LEGACY FINANCIAL & INSURANCE SERVICES, LLC; INSURANCE AGENT; RANCHO CUCAMONGA, CA; APPROXIMATELY 25% OF TIME SPENT IN THIS BUSINESS; 03/2005. 2) FULLERTON COLLEGE; NOT INVESTMENT RELATED; FULLERTON, CA, TEACHING; PROFESSOR; 01/2022; APPROXIMATELY 16 HRS/MO, DURING SECURITIES TRADING 0 HRS/MO 3) Legacy Holdco 1, Inc. Legacy HoIdco 2, Inc. Legacy Intermediate, LLC and Meraki Intermediate Holdings, LLC are all holding companies. No time is spent in these entities. 3) CALIFORNIA STATE UNIVERSITY SAN BERNARDINO; NOT INVESTMENT RELATED; SAN BERNARDINO, CA, TEACHING; PROFESSOR; 01/2022; APPROXIMATELY 32 HRS/MO, DURING SECURITIES TRADING 0 HRS/MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-20 |
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