Richard Jeffrey Durham

Current Employers

Employment History

• 01/2013 → 11/2016
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 06/2013 → 11/2016
  Northwestern Mutual Investment Services Llc
  Boise, ID
• 11/2016 → 10/2020
  Legacy Wealth Management, Llc
  Boise, ID
• 10/2018 → Present
  Doceo Capital, Llc
  Meridian, ID
• 10/2020 → Present
  Doceo Wealth, Llc
  Meridian, ID
• 10/2016 → Present
  Doceo Life, Llc
  Meridian, ID

Previous Registrations

• 2016-12-01 → 2020-10-09
  Legacy Wealth Management, Llc
  Meridian, ID

Other Businesses

1.) R. Jeffrey Durham is a managing partner for Doceo Capital, LLC since October 2018. This non-investment related activity is located at 1880 S Cobalt Point Way Suite 350 Meridian ID 83642. Mr. Durham provides consulting and due diligence services to Family Office, Sponsors and other clients 10 hours a month during trading hours. 2.) R. Jeffrey Durham is a broker for Doceo Life, LLC since October 2016. This investment related activity is located at 1880 S Cobalt Point Way Suite 350 Meridian ID 83642. Mr. Durham is an insurance broker and owner selling life, disability, health, long-term care insurance products and annuities. He spends approximately 20 hours a month during trading hours on this activity. 3.) R. Jeffrey Durham is the owner of Durham Holdings, LLC since September 2022. This is a non-investment related activity and is located at 2743 W Stewart Ave. Boise, ID 83702. Mr. Durham does not currently provide any services through Durham Holdings, LLC and spends less than 1 hour per month on this activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-01
• S63 Uniform Securities Agent State Law Examination
  2013-08-30

Other Names

• R Jeffrey Durham
• R Jeffrey Durham
• Jeffrey Durham
• Jeff Durham