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Richard Dustin Macfarlane

Legacy Wealth, Inc.

Granite Bay, CA

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Current Employers
Legacy Wealth, Inc.

6957 Douglas Blvd., Granite Bay, CA 95746 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-28
  • CA RA
    APPROVED
    Since 2025-08-28

Branch Locations

6957 Douglas Blvd., Granite Bay, CA 95746 • 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
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
  • 04/2025 → Present
    Roseville, MN
  • 06/2013 → Present
    California Probate And Trust, Pc
    Fair Oaks, CA
  • 10/2023 → Present
    Richard Dustin Macfarlane, Sole Proprietor
    Fair Oaks, CA
  • 07/2025 → Present
    Granite Bay, CA
Previous Registrations
Other Businesses

(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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-13
  • S65 Uniform Investment Adviser Law Examination
    2025-04-13
Other Names
  • Dustin Macfarlane
  • R Dustin Macfarlane

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