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8667 Haven Ave Suite 200, Rancho Cucamonga, CA 91730 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-12-05 |
Branch Locations
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 |
|---|---|---|---|---|
| Legacy Investment Services, Llc | Rancho Cucamonga | CA | 12/2023 | Present |
| Legacy Financial And Insurance Services Llc | Rancho Cucamonga | CA | 06/2021 | Present |
| Dewey, Mcdonald & Carillo Inc | Upland | CA | 02/2021 | 04/2021 |
| First Class Millennial | Irvine | CA | 10/2020 | 11/2020 |
| Unemployed | Corona | CA | 06/2020 | 10/2020 |
| Seat, University Of California- Riverside | Riverside | CA | 07/2019 | 06/2020 |
| Lol Kids Club | Ontario | CA | 07/2017 | 12/2018 |
| Seascape Kids Fun | Anaheim | CA | 08/2016 | 07/2017 |
| Full-Time Student | Corona | CA | 08/2013 | 06/2020 |
| Planet Fitness | Fontana | CA | 02/2019 | 06/2019 |
Legacy Financial and Insurance Services LLC; INV-REL; Rancho Cucamonga CA; Insurance sales and Services/Insurance Agent; 06/2021; Approx 80 HRS/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-22 |
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