Michael Dunlap has been an investment adviser representative at Legacy Wealth Management since November 2022, and is not listed among the firm’s executive officers or direct owners.
Legacy Wealth Management, LLC is a Boise, ID firm with $629M under management, 3,416 clients and 39 advisers across 22 offices, as of its May 2026 filing.
Michael Dunlap’s longest registration was 8 years at Independent Financial Group, LLC (2012–2020). Before joining Legacy Wealth Management in 2022, Michael Dunlap was registered through Independent Financial Group, LLC and Genworth Financial Advisers Corporation.
- – present · 3 yearsHayden, ID · Adviser representative · Firm CRD 174767
- Pathway Advisors, LLCAlso current– present · 6 yearsAdviser representative · Firm CRD 306117
- Independent Financial Group, LLC– · 8 yearsEscondido, CA · Adviser representative · Firm CRD 7717
- Genworth Financial Advisers Corporation– · 4 yearsEscondido, CA · Adviser representative · Firm CRD 105644
Investment adviser representative registrations
Michael Dunlap is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from January 2020; the most recent is Idaho, in November 2021.
- CaliforniaSince 21 January 2020
- IdahoSince 8 November 2021
- TexasResidentSince 23 November 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 3 August 2007 |
| Series 7 | General Securities Representative Examination | 31 July 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Ian Dunlap
- CRD
- 5368000
- Firm
- Legacy Wealth Management · CRD 174767
- Office
- Hayden, ID
- Registration
- Investment adviser registration
- In the industry since
- July 2007
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Dunlap work?
Michael Dunlap is an investment adviser representative registered through Legacy Wealth Management, LLC since November 2022, and is not listed among the firm’s executive officers or direct owners.
Is Michael Dunlap a financial advisor?
Yes. Michael Dunlap has a current investment-adviser registration in California, Idaho and Texas, through Legacy Wealth Management since November 2022.
How many years of experience does Michael Dunlap have?
Michael Dunlap has 19 years in the financial industry, since July 2007, across 4 adviser firms.
What exams has Michael Dunlap passed?
Michael Dunlap has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2007. FINRA credited Michael Dunlap with the SIE, which began in October 2018.
Where did Michael Dunlap work before Legacy Wealth Management?
Before Legacy Wealth Management, Michael Dunlap was registered through Independent Financial Group, LLC, January 2012 to February 2020; Genworth Financial Advisers Corporation, August 2007 to February 2012.
Where is Michael Dunlap based?
Michael Dunlap’s registered office is in Hayden, ID.
Is Michael Dunlap registered with FINRA?
No. Michael Dunlap has no current broker registration.
How can I verify Michael Dunlap’s record?
Search CRD 5368000 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Dunlap’s full registration record.
