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Edward Malekan

Legacy Wealth Management, LLC

Newport Beach, CA

Boise, ID

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Current Employers
Legacy Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-27
CA RA APPROVED 2024-01-17
  • TX RA
    APPROVED
    Since 2025-05-27
  • CA RA
    APPROVED
    Since 2024-01-17

Branch Locations

4695 Macarthur Ct Floor 11, Newport Beach, CA 92660 • United States

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
20/20 Capital Management, Inc. Costa Mesa CA 01/2019 01/2019
Eternity Financial Alliance, Inc. Newport Beach CA 05/2008 Present
Legacy Wealth Management, Llc Boise ID 08/2022 Present
  • 01/2019 → 01/2019
    20/20 Capital Management, Inc.
    Costa Mesa, CA
  • 05/2008 → Present
    Eternity Financial Alliance, Inc.
    Newport Beach, CA
  • 08/2022 → Present
    Legacy Wealth Management, Llc
    Boise, ID
Other Businesses

EF Agency - Insurance Agency 160 hours per month. Start date -05/01/2008. Insurance Agent.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-11
  • S65 Uniform Investment Adviser Law Examination
    2024-01-11

View on SEC IAPD

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