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13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-02-11 |
Branch Locations
13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States
Phoenix, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Wealth Management, Llc | Boise | ID | 02/2025 | Present |
| Axiom Wealth Solutions, Llc | Phoenix | AZ | 07/2020 | Present |
| Bargetto Real Estate, Llc | Aptos | CA | 11/2017 | Present |
| Cal Fire | Sacramento | CA | 06/2005 | 11/2017 |
Bargetto Real Estate, not investment related, 1535 W. Virginia Ave., Phoenix AZ 85007, Real Estate Company, Owner, November 2017, 0 hours a month, 0 during trading hours, I am paid residual income for other real estate professionals who I have referred to the broker, and who are closing sales for that broker. I can also get paid for real estate referrals I make to agents. To date, I have not referred clients. PGB Acquisitions 2, LLC, Is Investment Related, 1535 W. Virginia Ave., Phoenix AZ 85007, Real Estate Holdings Company, Member, Owner, September 2019, 1 hour a month, no hours during trading hours, Investment Management All Furnished Rentals, LLC, Is Investment Related, 1535 W. Virginia Ave., Phoenix AZ 85007, Real Estate Holdings Company, Member, Owner, November 2021, 1 hour a month, no hours during trading hours, Investment Manager Iron Dog Acquisitions, LLC, Is Investment Related, 1535 W. Virginia Ave., Phoenix AZ 85007, Lending Company, Owner, November 2018, 4 hours a month, no hours during trading hours, Writing and Managing Loans Sole Proprietor activities with Wealth.com, not investment related, 1535 W. Virginia Ave., Phoenix, AZ 85007, Provide clients access to Estate Planning software, Business Owner, January 2025, 5 hours, 5 hours, I merely provide access to the platform, I do not provide legal advice or document interpretation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-27 |
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