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4080 Cavitt Stallman Road Suite 200, Granite Bay, CA 95746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
4080 Cavitt Stallman Road Suite 200, Granite Bay, CA 95746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Onesource Wealth Management | Granite Bay | CA | 01/2024 | Present |
| Raymond James | Roseville | CA | 06/2018 | 01/2024 |
| Tri Counties Advisors | Roseville | CA | 06/2018 | 01/2024 |
| Wells Fargo | Roseville | CA | 11/2012 | 06/2018 |
| Purshe Kaplan Sterling Investmetns | Albany | NY | 03/2024 | 01/2025 |
| Farther | Granite Bay | CA | 05/2025 | Present |
Name of other business: Legacy Capital Management, LLC; Is business Investment related: Yes; Address of other business: 4080 Cavitt Stallman Road, Suite 200 Granite Bay, CA 95746; Nature of other business: LLC that owns my investment advisory practice; Your position: Partner; Start date of relationship: 01/2024; Approx. # of hours /month devote to other business: 20; Number of hours devoted to other business during securities trading hours: 0; Rental Property. Not Investment Related. 8641 Acacia Woods Court, Antelope, CA 95843, United States. Owner/Proprietor. 08/15/2014. 0-1 Hours. 0-1. Landlord.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-12 |
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