David M Tidwell

Current Employers

Employment History

• 01/1987 → Present
  David M. Tidwell
  Nampa, ID
• 04/2003 → Present
  Legacy Financial Advisors Inc.
  Caldwell, ID
• 12/2006 → Present
  Interwest Investment Advisors, Inc.
  Nampa, ID
• 05/2005 → Present
  Treasure Interprises Inc.
  Caldwell, ID
• 09/2013 → Present
  Jrt, Llc
  Nampa, ID
• 03/2025 → Present
  Legacy Services, Llc
  Boise, ID
• 04/2026 → Present
  Gateway Financial & Estate Planning, Inc.
  Pocatello, ID
• 10/2012 → Present
  Quad 4, Llc
  Nampa, ID

Previous Registrations

• 2006-09-07 → 2006-10-30
  American Independent Securities Group, Llc
  Eagle, ID
  Eagle, ID
  Eagle, ID
  Nampa, ID

Other Businesses

(1)TYPE OF BUSINESS: INSURANCE & ANNUITY SALES, NAME: LEGACY FINANCIAL ADVISORS, INC. ROLE: SALES AND SERVICE OF LIFE INS, LONG TERM CARE INSURANCE, DISABILITY AND ANNUITY CONTRACTS. NON-INVESTMENT RELATED DEVOTE 40HRS PER WEEK. (2) NAME: D&R FLLC, ASSET PROTECTION COMPANY. ROLE: MANAGING MEMBER. HOLDS THE STOCK FOR OTHER COMPANYS. NO ACTIVE ROLE EXCEPT COLLECT DIVIDENDS. NON-INVESTMENT RELATED. (3)NAME: TREASURE ENTERPRISES INC., MANAGEMENT COMPANY. ROLE AND DUTIES: PRESIDENT AND MANAGER. DEVOTES ROUGHLY 2HRS PER WEEK. NON-INVESTMENT RELATED. (4) JRT, LLC; NON-INVESTMENT RELATED; NAMPA, IDAHO; FARMING - AGRICULTURE; MANAGING MEMBER; SEPTEMBER 2013; LESS THAN 5% OF MR. TIDWELL'S TIME IS DEVOTED TO THIS ACTIVITY EACH MONTH. (5) LEGACY SERVICES, LLC. INVESTMENT RELATED; MARCH 2025; BOISE, ID; APPROXIMATELY 20% OF TIME (5) INTERWEST INVESTMENT ADVISORS, INC.; INV REL; BOISE, ID; RIA/IAR/CCO; 12/2006 (WILL REMAIN REGISTERED DURING TRANSITION.) (6) GATEWAY FINANCIAL & ESTATE PLANNING, INC.; YES; POCATELLO, ID; RIA; INVESTMENT ADVISOR REPRESENTATIVE; 04/2026; 10% OF TIME

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-09-06
• S63 Uniform Securities Agent State Law Examination
  1997-11-06