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13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2019-01-16 |
Branch Locations
635 Birch Drive, Burley, ID 83318 • United States
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 |
|---|---|---|---|---|
| Lt Grigotts Pc | Burley | ID | 05/2016 | Present |
| Legacy Wealth Management, Llc | Boise | ID | 01/2019 | Present |
Member of Phillips, Oakes, Goodwin, Crane & Co 05/2016 - Present Member of Rupert Business Associates 01-2016 - Present Member of Burley Professional Building 01/2016 - Present BKJL, LLC 11/2020 - Present None of these businesses are investment related P.O Box 608 Burley, ID 83318 Accounting Business, except the last was a property development business President in Gringotz, Member in the other businesses I devote a lot of time to POJC 2100 hours a year LT Greengotz 4 hours a month The other businesses have about an hour annually POJC has all of the hours during trading hours, the rest do not. I am an accountant
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-16 |
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