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13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-02 |
| TX | RA | APPROVED | 2025-05-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Castle Wealth Managment | West Palm Beach | FL | 11/2020 | 09/2022 |
| Mass Mutual | Fort Lauderdale | FL | 11/2018 | 11/2020 |
| Office Depot | Boca Raton | FL | 01/2018 | 04/2018 |
| Unemployed | West Palm Beach | FL | 04/2018 | 11/2018 |
| Credit Union Service Center | Palm Beach Gardens | FL | 05/2017 | 12/2017 |
| Towne Park | West Palm Beach | FL | 11/2016 | 05/2017 |
| Papa Johns | Wellington | FL | 09/2016 | 09/2017 |
| College Student | Boca Raton | FL | 08/2014 | 12/2018 |
| Singer Wealth Advisors Llc | Boca Raton | FL | 09/2022 | 05/2024 |
| Unemployed | Boynton Beach | FL | 05/2024 | 09/2024 |
| Legacy Wealth Management, Llc | Boise | ID | 09/2024 | Present |
Legacy Peak Insurance Solutions, LLC, not investment related, 839 CAMILLE CIRCLE, CENTERVILLE, UT, 84014, Insurance (Life and Disability), Insurance Agent, I sell insurance products through Legacy Peak, April 1, 2025, 8 hours a month, 2 hours a month are during trading hours, as part of my advisory business I help people make financial plans and part of that is evaluating a need for insurance. If there is a need, then we get them the insurance. Soccer 5, LLC, not investment related, 2520 Lakeworth Rd., Lakeworth Beach, FL 33461, Soccer Coaches, Coach, I was a Coach, approximately April of 2025, 6 hours a month, none during business hours, I am a soccer coach for a soccer team
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-16 |
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