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13965 W. Chinden Blvd #100, Boise, ID 83713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-05-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Investment Solutions, Llc D.b.a. Ancorato | Meridian | ID | 04/2024 | Present |
| Unemployed | Boise | ID | 02/2024 | 04/2024 |
| Starbucks | Logan | UT | 07/2023 | 02/2024 |
| Idaho Whitewater Unlimited | Garden Valley | ID | 05/2023 | 08/2023 |
| Starbucks | Farmington | UT | 09/2019 | 05/2023 |
| Sigfried's Delicatessen | Salt Lake City | UT | 05/2010 | 09/2019 |
At The Peak Productions, not investment related, videography company, videographer, contractor, September 2025, 10 hours a month, none during trading hours, I film sports events.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-20 |
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