Michael Ian Dunlap

Current Employers

Employment History

• 12/2009 → 07/2018
  Peck, Barr & Associates, Cpa
  Escondido, CA
• 08/2010 → Present
  Dunlap Wealth Management, Apc
  Fallbrook, CA
• 01/2012 → 02/2020
  Indpendent Financial Group
  Escondidoo, CA
• 07/2014 → Present
  Pathway Advisors, Llc
  Fallbrook, CA
• 12/2019 → Present
  Pathway Advisors, Llc
  Fallbrook, CA
• 11/2022 → Present
  Legacy Wealth Management, Llc
  Boise, ID

Previous Registrations

• 2012-01-30 → 2020-02-03
  Independent Financial Group, Llc
  Escondido, CA
  San Diego, CA
  San Diego, CA
• 2007-08-06 → 2012-02-02
  Cetera Investment Advisers Llc
  Escondido, CA
  Escondido, CA

Other Businesses

(1) 100% OWNER OF "DUNLAP WEALTH MANAGEMENT, APC" PROVIDING ACCOUNTING/TAX PREPARATION AND CONSULTING SINCE AUGUST 2010. NON-INVESTMENT RELATED. APPROXIMATELY 25% TIME SPENT. BUSINESS CONDUCTED (2) 33% OWNER OF "DUNLAP, WAUSCHEK & ELFARRA, CPA'S DBA PATHWAY CONSULTING GROUP" JOINT MARKETING VENTURE (GENERAL PARTNERSHIP) BETWEEN DUNLAP WEALTH MANGEMENT, APC, CWICK INC. & PATHWAY CPA'S FOR THE SOLICITATION OF TAX AND ACCOUNTING ENGAGEMENTS SINCE DECEMBER 2011. NON-INVESTMENT RELATED. APPROXIMATELY 5% TIME SPENT. BUSINESS CONDUCTED AT 1595 S. MISSION RD. FALLBROOK CA 92028. (3) 50% OWNER OF "TEN-SEVEN LEASING, LLC" CREATED FOR THE PURCHASE AND MANAGEMENT OF RENTAL PROPERTIES SINCE FEBRUARY 2012. NON-INVESTMENT RELATED. APPROXIMATELY 1% TIME SPENT. BUSINESS CONDUCTED AT 1595 S. MISSION ROAD FALLBROOK CA 92028. (4) INDEPENDENT INSURANCE AGENT, 1595 SOUTH MISSION RD. FALLBROOK, CA 92028. INVESTMENT-RELATED. 2 HOURS SPENT PER MONTH ALL DURING SECURITIES TRADING HOURS. (5) LEGACY WEALTH MANAGEMENT, LLC, 13965 W. CHINDEN BLVD. STE. 100, BOISE, ID 83713, INVESTMENT-RELATED. TITLE: INVESTMENT ADVISER REPRESENTATIVE, START-11/8/22, 4 HOURS SPENT DURING SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2007-08-03

Designations

Other Names

• Michael Ian Dunlap