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Current Employers
Legacy Wealth Management, Llc

13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-06-12
ID RA APPROVED 2025-02-12
  • UT RA
    APPROVED
    Since 2026-06-12
  • ID RA
    APPROVED
    Since 2025-02-12

Branch Locations

Orem, UT • United States

13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2015 → 05/2019
    Utah Valley University
    Orem, UT
  • 01/2019 → 12/2019
    Ljcooper Wealth Advisors
    Orem, UT
  • 02/2020 → 01/2025
    Fidelity Investments
    American Fork, UT
  • 01/2025 → Present
    Boise, ID
Previous Registrations
  • 2021-10-08 → 2025-01-07
    Fidelity Personal And Workplace Advisors
    Boise, ID
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-27
S63 Uniform Securities Agent State Law Examination 2020-06-18
  • S66 Uniform Combined State Law Examination
    2021-09-27
  • S63 Uniform Securities Agent State Law Examination
    2020-06-18
Designations
Other Names
  • Tony Huber

View on SEC IAPD

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