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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 | 2022-08-30 |
| AR | RA | APPROVED | 2022-07-22 |
| CA | RA | APPROVED | 2022-07-22 |
| UT | RA | APPROVED | 2022-07-22 |
| WA | RA | APPROVED | 2022-07-21 |
| TX | RA | APPROVED | 2021-04-30 |
| ID | RA | APPROVED | 2020-10-09 |
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 |
|---|---|---|---|---|
| Desert Rose Capital Management | Boise | ID | 06/2012 | 12/2017 |
| Doceo Capital, Llc | Meridian | ID | 10/2018 | Present |
| Doceo Life, Llc | Boise | ID | 10/2016 | Present |
| Legacy Wealth Management, Llc | Boise | ID | 02/2015 | 10/2020 |
| Altruist Advisors Group | Meridian | ID | 10/2018 | 09/2020 |
| Doceo Properties, Llc | Meridian | ID | 05/2018 | 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; Managing Partner; Located at 1880 S Cobalt Point Way Suite 350 Meridian ID 83642; 20 hours per month; Consulting Fees. 2.) Doceo Life, LLC; Investment related; Insurance broker and owner selling life, disability, health, long-term care insurance products and annuities; Owner; Located at 1880 S Cobalt Point Way Suite 350 Meridian ID 83642; 5 hours per week; Commissions. 3.) Doceo Properties, LLC; Property management; Owner; Located at 1880 S Cobalt Point Way Suite 350 Meridian ID 83642; 2 hours per month; Salary. 4.)PPP, LLC; Personal Holdings Company; Owner; Located at 1880 S Cobalt Point Way Suite 350 Meridian ID 83642; 2 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-19 |
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