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13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-05-18 |
Branch Locations
13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • 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 |
|---|---|---|---|---|
| Senior Health Specialties | Effingham | IL | 08/2012 | 10/2017 |
| Goeckner Accounting & Financial Services | Effingham | IL | 11/2017 | 09/2019 |
| Cetera Advisor Networks | El Segundo | CA | 01/2018 | 10/2018 |
| Lpl Financial, Llc | Effingham | IL | 10/2018 | 01/2020 |
| Wanderwell Consulting | Philadelphia | PA | 01/2020 | 04/2023 |
| Legacy Wealth Management | Boise | ID | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-07 |
| S66 | Uniform Combined State Law Examination | 2002-03-08 |
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