Legacy Planners, Inc.

California
Registered In
02/19/2013
Incorp. Date

Company Summary

Legacy Planners, Inc. at 9870 Research Dr, Irvine, Ca 92618 lists David Carlson and Rachael Ziebold of Irvine, CA as associates.

Overview

Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
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People

Vanessa Folsom Individual Agent
9870 RESEARCH DR, IRVINE, CA 92618 (View Past Addresses)
David Carlson CEO
9870 RESEARCH DR, IRVINE, CA 92618 (View Past Addresses)
David Carlson Chief Financial Officer
9870 RESEARCH DR, IRVINE, CA 92618 (View Past Addresses)
Rachael Ziebold Director
9870 RESEARCH DR, IRVINE, CA 92618 (View Past Addresses)
Michael Stoop Director
9870 RESEARCH DR, IRVINE, CA 92618 (View Past Addresses)
Erika Carlson Secretary
9870 RESEARCH DR, IRVINE, CA 92618 (View Past Addresses)
Showing current associates only (6 of 8 total associates). Create a free account to see the full associate history

Map & Locations

9870 RESEARCH DR, IRVINE, CA 92618 View Map
Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Legacy Planners, Inc.

PPP Loans

LEGACY PLANNERS INC.

9870 Research Dr Ste 209, Irvine, CA 92618-4310 Industry:All Other Legal Services
Loan Date Approved Forgiven Lender Jobs
02/04/2021 Approved$17,355 Forgiven$17,457 LenderWebBank Jobs2 02/04/2021 $17,355 $17,457 WebBank 2
06/18/2020 Approved$16,692 Forgiven$16,844 LenderWebBank Jobs2 06/18/2020 $16,692 $16,844 WebBank 2
PPP Loans based on Paycheck Protection Program.

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Small Business Administration
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