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Current Employers
Legacy Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2024-10-28
  • CA RA
    APPROVED_RES
    Since 2024-10-28

Branch Locations

3110 Camino Del Rio South #312, San Diego, CA 92108 • 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
Regal Group Cpa San Diego CA 11/2012 Present
  • 11/2012 → Present
    Regal Group Cpa
    San Diego, CA
Other Businesses

I own Real Estate under another LLC and this in an investment (Rental Property)

View on SEC IAPD

Other Firms

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Other Offices

More in San Diego, CA

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