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4080 Cavitt Stallman Road Suite 200, Granite Bay, CA 95746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-02 |
Branch Locations
4080 Cavitt Stallman Road Suite 200, Granite Bay, CA 95746 • 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 |
|---|---|---|---|---|
| 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 |
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;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-20 |
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