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Current Employers
Legacy Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2024-10-28
  • CA RA
    APPROVED_RES
    Since 2024-10-28

Branch Locations

Calabasas, CA • United States

Disclosures

2 disclosure categories 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Golden Age Financial, Inc. Calabasas CA 04/2015 04/2022
Eternity Financial Newport Beach CA 04/2022 Present
  • 04/2015 → 04/2022
    Golden Age Financial, Inc.
    Calabasas, CA
  • 04/2022 → Present
    Eternity Financial
    Newport Beach, CA
Other Names
  • Ilena Malekan

View on SEC IAPD

More in Calabasas, CA

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