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6957 Douglas Blvd., Granite Bay, CA 95746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bangerter Financial Services, Inc. | Roseville | MN | 04/2025 | Present |
| California Probate And Trust, Pc | Fair Oaks | CA | 06/2013 | Present |
| Richard Dustin Macfarlane, Sole Proprietor | Fair Oaks | CA | 10/2023 | Present |
| Legacy Wealth, Inc. | Granite Bay | CA | 07/2025 | Present |
(1.) Richard Dustin MacFarlane, Sole Proprietor; Yes; Fair Oaks, CA; Insurance Agent; 10/2023; 2/ HRS MO; 1/ HR MO (2.) California Probate and Trust, PC; No; Fair Oaks, CA; President/ Owner; 100/ HRS MO; 100/ HRS MO; Estate Planning Law Firm (3). Name of outside business: Legacy Property Sales, LLC; Is the business investment related: No; Location of the business: 6957 Douglas Blvd. Granite Bay CA 95746 United States; Description of the business: real estate broker and/or real estate agent to sell California real estate for law firm clients. ; Position Title: Manager; Start date with business: 2025-07-30; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-13 |
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