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13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2017-06-13 |
Branch Locations
13965 W Chinden Blvd Suite 100, Boise, ID 83713 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2016 | 06/2017 |
| Northwestern Mutual Investment Services Llc | Nampa | ID | 04/2017 | 06/2017 |
| Legacy Wealth Management, Llc | Boise | ID | 06/2017 | Present |
Dynamic IQ, LLC - non investment related business coaching company - Salesman - potentially a source of client referrals for Legacy Wealth Management LLC. ~50% of time spent here.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-15 |
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