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13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-28 |
| ID | RA | APPROVED | 2020-02-27 |
| UT | RA | APPROVED | 2018-10-23 |
Branch Locations
13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States
1645 S 500 W, Ste 2, Woods Cross, UT 84010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paradigm Life | Salt Lake City | UT | 07/2013 | 01/2020 |
| Legacy Wealth Management, Llc | Boise | ID | 10/2018 | Present |
| Red Slate Holdings Llc | Salt Lake City | UT | 06/2014 | Present |
| Filament Insurance | Bountiful | UT | 09/2021 | 12/2023 |
| Legacy Peak Insurance Solutions, Llc | Woods Cross | UT | 01/2024 | Present |
| Navigator Solutions, Llc | Saratoga Springs | UT | 06/2024 | Present |
| Brigham Young University - Idaho | Rexburg | ID | 01/2025 | Present |
Navigator Solutions, LLC is not investment related. The address is 63 E. Moorhen Dr., Saratoga Springs, UT 84045. Accounting Practice. Consultant. I provide information on investments that can assist with tax planning strategies. I started in June of 2024. I dedicate about 5 hours a month to this venture and zero of those hours are during security hours. Legacy Peak Insurance Solutions, LLC is not investment related, but used in conjuction with Legacy Wealth Management clients to provide a wider range of strategies and options. 1645 S. 500 W. #2, Woods Cross, UT 84010. Provides life insurance options. President and I also engage in sales for the insurance business. This insurance business was started in January of 2024 although I have engaged in insurance sales for 15 years. 16 hours a month are dedicated to this endeavor and all 16 are during trading hours. Justin Martin is part of Red Slate Holdings, LLC which is a personal LLC in which Justin runs his life insurance business. ~30% of his time Brigham Young University Idaho, not investment related, 50 W. Viking St., Rexburg, ID 83460, Educational Institution, Adjunct Professor, I teach students, January 1, 2025, 12 hours a month, zero during trading hours, I teach one class and BYU-I each term of which there are three.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-14 |
| S66 | Uniform Combined State Law Examination | 2009-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-11 |
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