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John Vincent Scambray

Onesource Wealth Management

Granite Bay, CA

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Current Employers
Onesource Wealth Management

4080 Cavitt Stallman Road Suite 200, Granite Bay, CA 95746 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-02
  • CA RA
    APPROVED
    Since 2025-01-02

Branch Locations

4080 Cavitt Stallman Road Suite 200, Granite Bay, CA 95746 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc Roseville CA 06/2015 06/2019
Raymond James Financial Services Advisors Inc. Roseville CA 06/2015 06/2019
Tri Counties Bank Granite Bay CA 06/2015 06/2019
Legacy Capital Management, Llc Roseville CA 03/2019 Present
Onesource Advisors, Llc Fair Oaks CA 08/2019 Present
Farther Granite Bay CA 05/2025 Present
  • 06/2015 → 06/2019
    Raymond James Financial Services, Inc
    Roseville, CA
  • 06/2015 → 06/2019
    Roseville, CA
  • 06/2015 → 06/2019
    Tri Counties Bank
    Granite Bay, CA
  • 03/2019 → Present
    Legacy Capital Management, Llc
    Roseville, CA
  • 08/2019 → Present
    Onesource Advisors, Llc
    Fair Oaks, CA
  • 05/2025 → Present
    Granite Bay, CA
Previous Registrations
  • 2025-05-22 → 2026-01-07
    Granite Way, CA
    San Francisco, CA
  • 2020-04-03 → 2022-12-31
    One Source Health & Wealth Management
    Granite Bay, CA
  • 2019-06-19 → 2020-03-27
    Folsom, CA
    Atlanta, GA
  • 2015-06-17 → 2019-06-11
    Granite Bay, CA
    Chico, CA
    Roseville, CA
  • 2014-02-21 → 2015-06-17
    San Francisco, CA
    San Francisco, CA
    San Antonio, TX
    Citrus Heights, CA
  • 2013-09-23 → 2014-01-09
    Pathway Strategic Advisors
    Folsom, CA
    Folsom, CA
  • 2009-07-17 → 2013-05-03
    Roseville, CA
    Folsom, CA
    Roseville, CA
  • 2009-07-23 → 2009-10-14
    Ameriprise Advisor Services, Inc.
    Detroit, MI
  • 2005-02-04 → 2009-05-05
    Wells Fargo Investments, Llc
    Sunnyvale, CA
    Roseville, CA
    Cupertino, CA
    Los Gatos, CA
    Milpitas, CA
    San Jose, CA
    San Jose, CA
    Campbell, CA
    Fremont, CA
    Fremont, CA
    Morgan Hill, CA
    San Jose, CA
    San Jose, CA
    San Jose, CA
    San Jose, CA
    Santa Clara, CA
    Santa Clara, CA
    Santa Clara, CA
    Sunnyvale, CA
    San Jose, CA
    San Jose, CA
    San Jose, CA
    San Jose, CA
    San Jose, CA
    San Jose, CA
    Saratoga, CA
    Milpitas, CA
    Los Gatos, CA
    Sunnyvale, CA
    San Jose, CA
    San Jose, CA
    San Jose, CA
    Santa Clara, CA
    Milpitas, CA
    Los Gatos, CA
  • 2004-11-09 → 2005-02-15
    San Jose, CA
  • 2004-10-20 → 2004-11-24
    Banc Of America Investment Services, Inc.
    San Jose, CA
  • 2003-04-07 → 2004-10-20
    Quick & Reilly, Inc.
    San Jose, CA
  • 2001-03-15 → 2003-06-03
    Fresno, CA
Other Businesses

Name of other business: Legacy Capital Management, LLC; Is business Investment related: Yes; Address of other business: 4080 Cavitt Stallman Road, Suite 200 Granite Bay, CA 95746; Nature of other business: LLC partnership that owns an independent investment advisory practice; Your position: CEO; Start date of relationship: 05/2019; Approx. # of hours /month devote to other business: 20; Number of hours devoted to other business during securities trading hours: 0;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-07-29
S63 Uniform Securities Agent State Law Examination 1992-05-20
  • S65 Uniform Investment Adviser Law Examination
    1999-07-29
  • S63 Uniform Securities Agent State Law Examination
    1992-05-20
Other Names
  • John Vincent Scambray
  • John Scambray

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