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13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-05 |
Branch Locations
10880 Wilshire Blvd. #1112, Los Angeles, CA 90024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Whosevent Photo Booth | New York | NY | 03/2015 | 12/2018 |
| Belstone Products | Van Nuys | CA | 01/2017 | 04/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2018 | 10/2019 |
| Northwestern Mutual Investment Services Llc | Los Angeles | CA | 12/2018 | 10/2019 |
| Massmutual Life Insurance Company | Westlake Village | CA | 12/2019 | 11/2024 |
| Mml Investors Services, Llc | Westlake Village | CA | 04/2020 | 01/2023 |
| Milgram Financial And Insurane Services | Westlake Villiage | CA | 09/2021 | 09/2024 |
| Big Life Financial | Salt Lake City | UT | 08/2024 | Present |
| Legacy Weatlh Management, Llc | Boise | ID | 09/2024 | Present |
Big Life Financial, not investment related, 966 E. Cattail Dr., Draper, UT 84020, Insurance and Consulting, Sales, Strategist is the title, August 2024, 30 hours a week, 20 hours a week during trade hours, I do sales and business coaching
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-01 |
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