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459 Monterey Avenue Suite 100, Los Gatos, CA 95030 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-05-21 |
| CA | RA | APPROVED | 2024-05-30 |
Branch Locations
459 Monterey Avenue Suite 100, Los Gatos, CA 95030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Capital Group California | Los Altos | CA | 02/1998 | Present |
| React Investment Solutions Llc | Los Gatos | CA | 10/2009 | Present |
| Lion Street Financial, Llc | Fortville | IN | 02/2015 | Present |
| Integrity Alliance, Llc. | Los Gatos | CA | 11/2025 | Present |
1.) 459 MONTEREY AVE LLC; Non-Investment Related; 459 Monterey Ave, Los Gatos, CA 95030; LLC; Owner; Start Date: 9/1/2005; 5 hours devoted monthly; 5 hours devoted monthly during trading hours; Own the office building where Legacy Capital Group California leases space, Maintaining the building and subleasing offices DESCRIPTION: Maintaining the building and subleasing offices. 2.) LEGACY CAPITAL GROUP CALIFORNIA; Investment Related; 459 Monterey Ave, Los Gatos CA 95030; RIA; Owner/COO; Start Date: 1/1/1998; 160 hours devoted monthly; 100 hours devoted monthly during trading hours; Servicing Clients 3.) REACT INVESTMENT SOLUTIONS LLC; Investment Related; 459 Monterey Ave, Los Gatos CA 95030; RIA; Owner/CIO; Start Date: 10/2009; 160 hours devoted monthly; 100 hours devoted monthly during trading hours; Servicing Clients
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-12-04 |
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