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13965 W. Chinden Blvd #100, Boise, ID 83713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-01-23 |
Branch Locations
13965 W. Chinden Blvd #100, Boise, ID 83713 • United States
13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2020-08-12 |
Branch Locations
851 N. Hickory Ave. #100, Meridian, ID 83642 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-10 |
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