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1880 S. Cobalt Point Way Suite 350, Meridian, ID 83642 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-10-19 |
| AR | RA | APPROVED | 2022-10-03 |
| CA | RA | APPROVED | 2022-07-22 |
| ID | RA | APPROVED | 2020-10-21 |
Branch Locations
1880 S. Cobalt Point Way Suite 350, Meridian, ID 83642 • 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 |
|---|---|---|---|---|
| Uci Wealth Advisors, Llc | Meridian | ID | 07/2010 | 09/2016 |
| Estas Holdings Llc | Nampa | ID | 06/2013 | 09/2016 |
| Legacy Wealth Management, Llc | Boise | ID | 09/2016 | 10/2020 |
| Altruist Advisors Group | Meridian | ID | 10/2018 | 09/2020 |
| Doceo Capital, Llc | Meridian | ID | 10/2018 | Present |
| Doceo Wealth, Llc | Meridian | ID | 10/2020 | Present |
1.) Doceo Capital, LLC; Not investment related; Provides consulting and due diligence services to Family Office, Sponsors and other clients; Consultant; Located at 1880 S Cobalt Point Way Suite 350 Meridian ID 83642; 10 hours per month; Consulting Fees. 2.) Doceo Life, LLC; Investment related; licensed insurance agent providing insurance products including life insurance since 11/2021. Located at 1880 S. Cobalt Point Way Suite 350 Meridian, ID, 83642; Approx. 5 hours per month or 1% of his time during trading activity hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-05 |
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