Inactive

Nancy Minyi Zheng

Legacy Wealth Management, LLC

Newport Beach, CA

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Current Employers

Legacy Wealth Management, Llc

13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED_RES	2024-10-28

CA RA
APPROVED_RES

Since 2024-10-28

Branch Locations

4695 Macarthur Ct. Fl. 11, Newport Beach, CA 92660 • 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

Organization	City	State	From	To
Eternity Financial Alliance Solutions Inc.	Newport Beach	CA	03/2020	Present
World Financial Group	City Of Industry	CA	08/2015	03/2020
Sole Proprietorship In Her Name	Rowland Heights	CA	01/2000	Present

03/2020 → Present

Eternity Financial Alliance Solutions Inc.

Newport Beach, CA
08/2015 → 03/2020

World Financial Group

City Of Industry, CA
01/2000 → Present

Sole Proprietorship In Her Name

Rowland Heights, CA

View on SEC IAPD

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