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13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2019-07-16 |
Branch Locations
13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States
Mesa, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Wealth Management, Llc | Boise | ID | 05/2019 | Present |
| Mass Mutual | Meridian | ID | 02/2019 | 05/2019 |
| Uber | Boise | ID | 12/2017 | Present |
| Lyft | Boise | ID | 01/2017 | Present |
| Northwest Farm Credit | Nampa | ID | 05/2016 | 10/2018 |
| Legacy Peak Insurance | Boise | ID | 05/2019 | Present |
Brian is separately licensed as an independent insurance agent through Legacy Peak Insurance, LLC. In this capacity he can affect transactions in insurance products for clients and earn commissions for these activities. The fees you pay our firm for advisory services are separate and distinct from the commissions earned for insurance related activities. This presents a potential conflict of interest because he has an incentive to recommend insurance products. You always have the right to decide whether to purchase the recommended insurance products and you always have the right to choose any licensed insurance agent to purchase insurance products through. Appx. <5% of business hours spent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-16 |
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