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8667 Haven Ave Suite 200, Rancho Cucamonga, CA 91730 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-06-24 |
Branch Locations
8655 Haven Ave Suite 200, Rancho Cucamonga, CA 91730 • United States
8667 Haven Ave Suite 200, Rancho Cucamonga, CA 91730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Searchlight Investments, Llc | Beverly Hills | CA | 06/2016 | 10/2017 |
| Basile & Associates, Inc. | Clarksburg | WV | 12/2011 | Present |
| Wingroup Financial, Llc | Beverly Hills | CA | 11/2017 | 07/2020 |
| Win Financial & Insurance Services | Beverly Hills | CA | 10/2017 | 06/2020 |
| Sole Proprietor | Beverly Hills | CA | 10/2016 | 06/2020 |
| Legacy Investment Services, Llc | Rancho Cucamonga | CA | 06/2020 | Present |
| Legacy Financial And Insurance Services | Rancho Cucamonga | CA | 06/2020 | Present |
| Pasadena City College | Pasadena | CA | 06/2017 | Present |
LEGACY INVESTMENT SERVICES, LLC; INVESTMENT RELATED; INVESTMENT ADVISOR REPRESENTATIVE; START DATE 06/2020;RANCHO CUCAMONGA, CA; APPROXIMATELY 40% OF TIME LEGACY FINANCIAL AND INSURANCE SERVICES; INVESTMENT RELATED; INSURANCE AGENT; START DATE 06/2020; RANCHO CUCAMONGA, CA; APPROXIMATELY 5% OF TIME BASILE & ASSOCIATES, INC.; INVESTMENT RELATED; INSURANCE AGENT; START DATE 10/2017; RANCHO CUCAMONGA, CA;APPROXIMATELY 5% OF TIME PASADENA CITY COLLEGE; NOT INVESTMENT RELATED; PASADENA, CA; TEACHING; INSTRUCTOR; 6/2017; APPROXIMATELY 1.5 HRS/MO, 0 DURING SECURITIES TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-10-16 |
| S65 | Uniform Investment Adviser Law Examination | 2015-09-10 |
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