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13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-06-12 |
| ID | RA | APPROVED | 2025-02-12 |
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 |
|---|---|---|---|---|
| Utah Valley University | Orem | UT | 08/2015 | 05/2019 |
| Ljcooper Wealth Advisors | Orem | UT | 01/2019 | 12/2019 |
| Fidelity Investments | American Fork | UT | 02/2020 | 01/2025 |
| Legacy Wealth Management, Llc | Boise | ID | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-18 |
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