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5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-20 |
Branch Locations
1420 Rocky Ridge Drive #140, Roseville, CA 95661 • United States
5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Capital Management | Roseville | CA | 02/1996 | 01/2017 |
| Kestra Financial Inc. | Roseville | CA | 05/2026 | Present |
| Capital Planning Advisors, Llc | Roseville | CA | 01/2017 | 05/2026 |
| Bedell Frazier Investment Counselling Llc | Walnut Creek | CA | 02/2026 | 05/2026 |
Capital Planning Advisors, LLC; Investment-related; 1420 Rocky Ridge, Suite 140, Roseville, CA 95661; Investment Adviser; Investment Adviser Representative; 01/2017; 160; 160; Investment Adviser Representative
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-04-06 |
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