Balfour Legacy Wealth & Insurance Solutions
Carlsbad, California
Business summary
Balfour Legacy Wealth & Insurance Solutions is a California limited liability company (LLC) located in Carlsbad, CA. It was registered with the California Secretary of State on January 18, 2026 (entity number B20260032098). It reports its type of business as Financial planning and insurance.
Its principal business address is 6984 Mercury Pl, CARLSBAD, CA 92009. The registered agent is Balfour, Charles. The company is member-managed. Its managers and members include Balfour, Liesa (Chief Executive Officer and Manager) and Balfour, Charles (Manager).
California LLCs must file a Statement of Information every two years. Balfour Legacy Wealth & Insurance Solutions's most recent Statement of Information (BA20260190530) was filed on January 25, 2026. Its next Statement of Information is due during the filing window ending January 2028.
Frequently asked questions
Is Balfour Legacy Wealth & Insurance Solutions active?
Balfour Legacy Wealth & Insurance Solutions's current status, based on the data provided by the California Secretary of State on August 17, 2026, is active.
When was Balfour Legacy Wealth & Insurance Solutions registered?
Balfour Legacy Wealth & Insurance Solutions was registered with the California Secretary of State on January 18, 2026.
Who is the registered agent for Balfour Legacy Wealth & Insurance Solutions?
The registered agent is Balfour, Charles.
Where is Balfour Legacy Wealth & Insurance Solutions located?
Balfour Legacy Wealth & Insurance Solutions's principal business address is 6984 Mercury Pl, CARLSBAD, CA 92009.
Is Balfour Legacy Wealth & Insurance Solutions in good standing?
Based on the data provided by the California Secretary of State on August 17, 2026, Balfour Legacy Wealth & Insurance Solutions is in good standing — it is in good standing with the Secretary of State and in good standing with the Franchise Tax Board.
When is Balfour Legacy Wealth & Insurance Solutions's next Statement of Information due?
Balfour Legacy Wealth & Insurance Solutions's most recent Statement of Information (BA20260190530) was filed on January 25, 2026. Its next Statement of Information is due during the filing window ending January 2028.
What does Balfour Legacy Wealth & Insurance Solutions do?
Balfour Legacy Wealth & Insurance Solutions reports its type of business to the California Secretary of State as Financial planning and insurance.
Who runs Balfour Legacy Wealth & Insurance Solutions?
Balfour Legacy Wealth & Insurance Solutions's managers and members include Balfour, Liesa (Chief Executive Officer and Manager) and Balfour, Charles (Manager).
Is Balfour Legacy Wealth & Insurance Solutions a legitimate business?
Balfour Legacy Wealth & Insurance Solutions is a registered business entity on file with the California Secretary of State (entity number B20260032098). Based on the data provided by the California Secretary of State on August 17, 2026, its status is active and it is in good standing with the Secretary of State.
Registration details
| Business name | Balfour Legacy Wealth & Insurance Solutions |
|---|---|
| Legal name | Balfour Legacy Wealth & Insurance Solutions LLC |
| Business type | Limited Liability Company |
| LLC management | Member-Managed |
| Filing type | Domestic |
| Jurisdiction | California |
| Formation State | CA |
| Formation date | 2026-01-18 |
| Document Number | B20260032098 |
| Last SI filing date | 2026-01-25 |
| Last SI filing number | BA20260190530 |
| Status | Active |
| Type of Business | Financial planning and insurance |
Standing
| Secretary of State | Good Standing |
|---|---|
| Franchise Tax Board | Good Standing |
| Agent | Good Standing |
| Victims of Corporate Fraud Fund | Good Standing |
Contact Information
6984 Mercury Pl, CARLSBAD, CA 92009
Principals
Balfour, Liesa
Roles
- Chief Executive Officer
- Manager
Addresses
- 6984 Mercury Pl, CARLSBAD, CA 92009
Balfour, Charles
Roles
- Manager
Addresses
- 6984 Mercury Pl, CARLSBAD, CA 92009
Registered agent
Balfour, Charles
Roles
- Individual Agent
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