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Current Employers
Ancorato

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2024-01-23
  • ID RA
    APPROVED
    Since 2024-01-23

Branch Locations

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

Legacy Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2020-08-12
  • ID RA
    APPROVED
    Since 2020-08-12

Branch Locations

851 N. Hickory Ave. #100, Meridian, ID 83642 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Legacy Wealth Management, Llc Boise ID 09/2019 10/2022
Mailtime Inc Cambridge ID 09/2018 08/2019
Aptive Environmental Chicago IL 04/2018 08/2018
Byu Idaho Rexburg ID 09/2017 03/2018
Triguard Pest Control Kent WA 04/2017 08/2017
Byu Idaho Rexburg ID 09/2016 03/2017
Legacy Investment Solutions, Llc (D.b.a. Ancorato) Meridian ID 10/2022 Present
  • 09/2019 → 10/2022
    Boise, ID
  • 09/2018 → 08/2019
    Mailtime Inc
    Cambridge, ID
  • 04/2018 → 08/2018
    Aptive Environmental
    Chicago, IL
  • 09/2017 → 03/2018
    Byu Idaho
    Rexburg, ID
  • 04/2017 → 08/2017
    Triguard Pest Control
    Kent, WA
  • 09/2016 → 03/2017
    Byu Idaho
    Rexburg, ID
  • 10/2022 → Present
    Legacy Investment Solutions, Llc (D.b.a. Ancorato)
    Meridian, ID
Previous Registrations
  • 2022-10-25 → 2023-12-31
    Boise, ID
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-10
  • S65 Uniform Investment Adviser Law Examination
    2020-08-10

View on SEC IAPD

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