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1880 S. Cobalt Point Way Suite 350, Meridian, ID 83642 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-08-27 |
| ID | RA | APPROVED | 2020-10-20 |
Branch Locations
1880 S. Cobalt Point Way Suite 350, Meridian, ID 83642 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uci Wealth Advisors Llc | Meridian | ID | 06/2015 | 09/2016 |
| Legacy Wealth Management, Llc | Boise | ID | 09/2016 | 10/2020 |
| Mary Kay Cosmetics | Star | ID | 03/2000 | Present |
| Doceo Life, Llc | Meridian | ID | 04/2019 | Present |
| Altruist Advisors Group | Meridian | ID | 10/2018 | 09/2020 |
| Doceo Wealth, Llc | Meridian | ID | 10/2020 | Present |
1.) Doceo Life, LLC; Investment related; Insurance broker and owner selling life, disability, health, long-term care insurance products and annuities; Broker; Located at 1880 S Cobalt Point Way Suite 350 Meridian ID 83642; 5 hours per week; Commissions. 2.) Mary Kay Cosmetics; Not investment related; Beauty consultant; Consultant; Located at 12405 W Hidden Point Dr Star Idaho 83669; 3 hours per month; Commissions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-21 |
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