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Current Employers
Legacy Capital Group California, Inc.

459 Monterey Avenue Suite 100, Los Gatos, CA 95030 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 1997-07-01
  • CA RA
    APPROVED
    Since 1997-07-01

Branch Locations

459 Monterey Ave Suite 100, Los Gatos, CA 95030 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 12/1992 → Present
    Legacy Capital Group California
    Los Gatos, CA
  • 02/2015 → Present
    Lion Street Financial, Llc
    Austin, TX
  • 08/2009 → Present
    Los Gatos, CA
  • 11/2025 → Present
    Integrity Alliance, Llc.
    Los Gatos, CA
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-08-22
  • S63 Uniform Securities Agent State Law Examination
    2001-08-22
Designations
Other Names
  • Brent C Bunger

View on SEC IAPD

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