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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-14 |
Branch Locations
459 Monterey Ave Ste 100, Los Gatos, CA 95030 • United States
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Capital Group California | Los Gatos | CA | 04/2017 | Present |
| Bridge Bank San Jose | San Jose | CA | 05/2016 | 04/2017 |
| Lion Street Financial | Austin | TX | 08/2022 | Present |
| Integrity Alliance, Llc. | Los Gatos | CA | 11/2025 | Present |
1) LEGACY CAPITAL GROUP CALIFORNIA POSITION: Employee NATURE: Registered investment advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2017 ADDRESS: 459 Monterey Avenue #100, Los Gatos CA 95030, United States DESCRIPTION: provide support to insurance department 2) B&B FINANCIAL & INSURANCE SERVICES POSITION: Employee NATURE: Insurance services INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2017 ADDRESS: 459 Monterey Avenue #100, Los Gatos CA 95030, United States DESCRIPTION: insurance services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-25 |
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