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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 |
| LA | RA | APPROVED | 2024-11-15 |
| NV | RA | APPROVED | 2022-05-02 |
| AZ | RA | APPROVED | 2022-03-07 |
| TX | RA | APPROVED_RES | 2019-05-20 |
| CA | RA | APPROVED | 2008-02-29 |
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 And Insurance Services, Llc | Rancho Cucamonga | CA | 08/2003 | Present |
| Legacy Investment Services, Llc | Rancho Cucamonga | CA | 08/2007 | Present |
| Gradient Securities, Llc | Arden Hills | MN | 03/2016 | 02/2017 |
| Legacy Business & Tax Services, Llc | Rancho Cucamonga | CA | 10/2020 | 10/2022 |
| Jj Non-Profit | Rancho Cucamonga | CA | 03/2004 | Present |
| 4Jj Rentals Llc | Rancho Cucamonga | CA | 01/2020 | Present |
| Legacy Holdco 1, Inc. | Rancho Cucamonga | CA | 10/2025 | Present |
| Legacy Holdco 2, Inc. | Rancho Cucamonga | CA | 10/2025 | Present |
| Legacy Intermediate, Llc | Ranco Cucamonga | CA | 10/2025 | Present |
| Meraki Intermediate Holdings, Llc | Arden Hills | MN | 10/2025 | Present |
LEGACY FINANCIAL AND INSURANCE SERVICES, LLC; INVT REL; 10832 LAUREL ST STE 203, RANCHO CUCAMONGA CA 91730; INSURANCE; CEO/INSURANCE AGENT; START 08/2003; 10 HRS/MO; 10 HRS/MO DURING TRADING; INSURANCE SERVICES. 4JJ RENTALS LLC; NOT INVESTMENT RELATED; Rancho Cucamonga, CA, RENTAL PROPERTIES, OWNER, START 01/2020; 0 HRS/MO, 0 HRS DURING TRADING. JJ NON-PROFIT; NOT INVESTMENT RELATED, Rancho Cucamonga, CA; NON-PROFIT; PRESIDENT; 03/2004; 1 HR/MO; 0 HRS DURING TRADING. 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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-05-11 |
| S65 | Uniform Investment Adviser Law Examination | 2007-12-12 |
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