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William Jacob Larson

Wealth Legacy Group, Inc.

San Diego, CA

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Current Employers
Wealth Legacy Group, Inc.

4540 Kearny Villa Road Suite 114, San Diego, CA 92123 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-21
  • CA RA
    APPROVED
    Since 2026-05-21

Branch Locations

4540 Kearny Villa Road Suite 114, San Diego, CA 92123 • 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
Baylor University Waco TX 08/2022 12/2022
Quiktrip Tempe AZ 08/2022 08/2025
Arizona State University Tempe AZ 01/2023 08/2025
Action Sport Rentals San Diego CA 05/2023 08/2024
Wealth Legacy Group, Inc. San Diego CA 05/2024 04/2026
Wealth Legacy Group, Inc. San Diego CA 05/2026 Present
Full Time Student Lakeside CA 09/2015 07/2022
  • 08/2022 → 12/2022
    Baylor University
    Waco , TX
  • 08/2022 → 08/2025
    Quiktrip
    Tempe, AZ
  • 01/2023 → 08/2025
    Arizona State University
    Tempe , AZ
  • 05/2023 → 08/2024
    Action Sport Rentals
    San Diego , CA
  • 05/2024 → 04/2026
    Wealth Legacy Group, Inc.
    San Diego , CA
  • 05/2026 → Present
    Wealth Legacy Group, Inc.
    San Diego, CA
  • 09/2015 → 07/2022
    Full Time Student
    Lakeside, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-08
  • S65 Uniform Investment Adviser Law Examination
    2026-05-08

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

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