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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-08 |
| TX | RA | APPROVED | 2026-01-08 |
Branch Locations
1000 Paseo Camarillo Suite 105A, Camarillo, CA 93010 • United States
19191 S. Vermont Suite 100, Torrance, CA 90502 • United States
19191 South Vermont Suite 100, Torrance, CA 90502 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2023-09-21 |
| AZ | RA | APPROVED | 2021-09-09 |
| IL | RA | APPROVED | 2021-08-18 |
| TX | RA | APPROVED_RES | 2014-10-21 |
| CA | RA | APPROVED | 2001-11-09 |
Branch Locations
1919 South Vermont Suite 100, Torrance, CA 90502 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Financial Group, Llc | Torrance | CA | 10/2001 | Present |
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 09/2023 |
| Legacy Financial Group | Torrance | CA | 11/2005 | Present |
| Osaic Wealth, Inc. | Camarillo | CA | 09/2023 | Present |
1. VARIABLE LIFE INSURANCE, VARIOUS COMPANIES LIKE HARTFORD, LINCOLN AND GENWORTH, INVESTMENT RELATED, 1919 SOUTH VERMONT, SUITE 100, TORRANCE, CA 90502, SELLING FIXED AND VARIABLE ANNUITIES AND LIFE INSURANCE, AGENT, STARTED 1-1-02, 5 HOURS PER MONTH, 5 HOURS PER MONTH, SALES OF FIXED AND VARIABLE ANNUITIES AND LIFE INSURANCE; 2. APARTMENT RENTAL, INDIVIDUAL, NOT INVESTMENT RELATED, 224 XIMENO AVE. LONG BEACH, CA, LANDLORD, PARTIAL OWNER OF DUPLEX, SINCE 1995, 1 HOUR PER MONTH, 0 DURING BUSINESS HOURS, COLLECT RENT AND COMPLETE REPAIRS WHEN NECESSARY. 3. MELANIE TANAKA POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2002 ADDRESS: 19191 S. Vermont Ave. #100, Torrance CA 90502, United States DESCRIPTION: Selling life and long term care insurance to clients when appropriate. 6. MELANIE TANAKA POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2001 ADDRESS: 19191 S. Vermont Ave. #100, Torrance CA 90502, United States DESCRIPTION: I perform Notary services to the clients of the firm. 7. LEGACY FINANCIAL GROUP POSITION: Managing Director NATURE: Legacy Financial Group, LLC is the Register Investment Advisory firm. Legacy Financial Group is registered with the State of California for our advisory business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 630 SECURITIES TRADING HOURS: 600 START DATE: 01/01/2002 ADDRESS: 19191 So. Vermont Ave. #100, Torrance CA 90502, United States DESCRIPTION: Financial planning, investment recommendations, investment monitoring, domestic and global economic updates, quarterly investment reviews.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-27 |
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