David Gerald Condensa

Current Employers

Legacy Wealth Management, Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-10-18

CA RA
APPROVED

Since 2023-10-18

Branch Locations

San Jose, CA • 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

Organization	City	State	From	To
Peak 360 Wealth Management	San Ramon	CA	06/2019	10/2023
Legitifi Llc	San Jose	CA	11/2016	06/2019
Eduroadmap	San Jose	CA	10/2012	Present
Lion Street Financial	San Ramon	CA	11/2019	10/2023
Legacy Wealth Management, Llc	Boise	ID	10/2023	Present

06/2019 → 10/2023

Peak 360 Wealth Management

San Ramon, CA
11/2016 → 06/2019

Legitifi Llc

San Jose, CA
10/2012 → Present

Eduroadmap

San Jose, CA
11/2019 → 10/2023

Lion Street Financial

San Ramon, CA
10/2023 → Present

Legacy Wealth Management, Llc

Boise, ID

Previous Registrations

2020-01-06 → 2023-10-16

Lion Street Advisors, Llc

San Ramon, CA

Other Businesses

I am the proprietor of EduRoadmap Consulting and occasionally provide sales consulting services to technology companies. This is non-investment related work performed out of my home (5676 Scenic Meadow Ln, San Jose, CA 95135) and client offices in California. My position is Sr Consultant, started in 2013, and I devote approx 5 hrs/month to this business. This will not take any hours during trading times.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-12-23

S66 Uniform Combined State Law Examination

2019-12-23

Other Names

Dave Condensa
David Gerald Condensa
David Condensa

View on SEC IAPD