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David Lawrence Legrand

Edward Jones

Ojai, CA

CRD 7668222

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-07-12
CA RA APPROVED 2023-05-22
  • TX RA
    APPROVED
    Since 2023-07-12
  • CA RA
    APPROVED
    Since 2023-05-22

Branch Locations

411 W Ojai Ave Ste A, Ojai, CA 93023 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 02/2023 Present
Evox Images Los Angeles CA 08/2017 11/2022
Pet Gorilla Los Angeles CA 06/2015 08/2017
Eco-Made, Llc Los Angeles CA 01/2012 12/2017
  • 02/2023 → Present
    St Louis, MO
  • 08/2017 → 11/2022
    Evox Images
    Los Angeles, CA
  • 06/2015 → 08/2017
    Pet Gorilla
    Los Angeles, CA
  • 01/2012 → 12/2017
    Eco-Made, Llc
    Los Angeles, CA
Other Businesses

HD LeGrand (DBA LVL Works Type of business: Mfg. Sales / Construction Ojai, CA Start date: 5/19/2025 Co-Owner / Agent Hours per week: 3 Hours during trading: 0 My wife and I started a business together with a college friend last year. I am a third-part owner. I mostly consult at night with my wife who primarily runs the business. Brett is the industry professional with ties to the main company ZS2. We (will) sell and install fire-resilient SIP panels.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-01
  • S66 Uniform Combined State Law Examination
    2023-05-01

View on SEC IAPD

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