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13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-12 |
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 |
|---|---|---|---|---|
| Contract Central Llc | Austin | TX | 08/2005 | 12/2018 |
| Lpl Financial Llc | Austin | TX | 05/2014 | 09/2016 |
| Lpl Financial Llc | Austin | TX | 05/2014 | 05/2019 |
| Independent Financial Partners | Dripping Springs | TX | 10/2015 | 05/2020 |
| Ifp Securities, Llc | Austin | TX | 05/2019 | 05/2020 |
| Calton & Associates, Inc. | Austin | TX | 05/2020 | 01/2023 |
| Forefront Wealth Partners | Austin | TX | 08/2021 | 08/2026 |
| Forefront Insurance Partners | Austin | TX | 02/2021 | 08/2026 |
| Your Divorce Made Simple | Austin | TX | 08/2020 | Present |
| Calton & Associates, Inc. | Austin | TX | 03/2023 | Present |
| Legacy Wealth Management, Llc | Boise | ID | 08/2026 | Present |
1) Your Divorce Made Simple. Non-Investment related. Address: 5000 Plaza On the Lake Suite #100, PMB #428, Austin, TX 78746. Nature of Business: Divorce advice and mediation. Position/Title/Relationship: Partner. Start Date: 06/01/2020. Hours per month: 10. Hours per month during Securities trading hours: 2. Duties/Responsibilities: Helping clients going through divorce understand the process of divorce. Help with the division of assets. Mediation if necessary. 2) Insurance Agent. Non-investment related. Address: 5000 Plaza on the Lake Suite #100, PMB #428, Austin, TX 78746. Nature of Business: Life/long term care insurance. Position/Title/Relationship: Life Insurance Agent. Start Date: 02/2021. Hours per month: 10. Hours per month during Securities trading hours: 10. Duties/Responsibilities: Life/long term care insurance consulting and sales. 3) Calton & Associates, Inc. (CRD# 20999). Investment related. Address: 2701 N Rocky Point Dr, Suite 1000, Tampa, FL 33607. Nature of Business: Broker-dealer. Position/Title/Relationship: Registered Representative. Start Date: 05/18/2020. Hours per month: 30. Hours per month during Securities trading hours: 30. Duties/Responsibilities: Securities consulting and sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-05 |
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