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459 Monterey Avenue Suite 100, Los Gatos, CA 95030 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 1997-07-01 |
Branch Locations
459 Monterey Ave Suite 100, Los Gatos, CA 95030 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Capital Group California | Los Gatos | CA | 12/1992 | Present |
| Lion Street Financial, Llc | Austin | TX | 02/2015 | Present |
| React Investment Solutions, Llc | Los Gatos | CA | 08/2009 | Present |
| Integrity Alliance, Llc. | Los Gatos | CA | 11/2025 | Present |
1.) 459 MONTEREY AVE LLC; Non-Investment Related; 459 Monterey Ave., Los Gatos, CA 95030; Real Estate; Owner; Start Date: 11/1/2004; 4 hours devoted monthly; 4 hours devoted monthly during trading hours; Real Estate 2.) BAER AND BUNGER FINANCIAL AND INSURANCE SERVICES; Non-Investment Related; 459 Monterey Ave, Los Gatos CA 95030; Insurance Sales; Owner; Start Date: 5/1/1997; 4 hours devoted monthly; 1 hour devoted monthly during trading hours; Insurance Sales 3.) LEGACY CAPITAL GROUP CALIFORNIA; Investment Related; 459 Monterey Ave, Los Gatos CA 95030; RIA; Owner; Start Date: 2/1/1998; 160 hours devoted monthly; 120 hours devoted monthly during trading hours; Investment Advisor servicing clients 4.) REACT INVESTMENT SOLUTIONS LLC; Investment Related; 459 Monterey Ave, Los Gatos CA 95030; RIA; Managing Member; Start Date: 06/2009; 160 hours devoted monthly; 120 hours devoted monthly during trading hours; Servicing Clients 5) REACT POSITION: Owner NATURE: Asset mgmt platform INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/01/2009 ADDRESS: 459 Monterey Ave., Los Gatos CA 95030, United States DESCRIPTION: monitor managers/strategies
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-08-22 |
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