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13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-13 |
Branch Locations
13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States
440 N. Wolfe Rd, Sunnyvale, CA 94085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Link Silicon Valley | Sunnyvale | CA | 11/2018 | Present |
| Bloomsports | San Ramon | CA | 09/2018 | Present |
| Nexient | Newark | CA | 12/2016 | 10/2018 |
| Mckesson | Emeryville | CA | 11/2015 | 11/2016 |
| Arightco | San Jose | CA | 02/2025 | Present |
| Gt Securities, Inc. | Los Angeles | CA | 06/2025 | Present |
| Legacy Wealth Management, Llc | Boise | ID | 11/2025 | Present |
Wealth advisor at LEGACY WEALTH MANAGEMENT, LLC, a Registered Investment Advisor located in Boise, ID 83713. Responsible for providing wealth management services to clients. Activity commenced December 1, 2025. Devotes approximately 30 hours per month, with 20 hours during securities trading hours. Investment related activity. Chief Executive Officer of Bloom Global Inc. (formerly Silicon Valley Business Brokers Inc. dba LINK Silicon Valley), located at 440 N Wolfe Rd, Sunnyvale, 94085. Leads a team of M&A and Growth Advisors focused on buy-side, sell-side, and growth advisory for closely held business clients. Activity commenced January 1, 2019. Devotes approximately 120 hours per month, with 60 hours during securities trading hours. Investment related activity. Director of BloomSports, a youth basketball league located in San Ramon, CA. Responsible for managing basketball programs for children from kindergarten through high school. Activity commenced September 1, 2018. Devotes approximately 25 hours per month, all during securities trading hours. Non-investment related activity. Advisor to ArightCo, located at 84 W Santa Clara St Suite 700, Mailbox #92, San Jose, CA 95113, United States, providing accounting and financial advisory services such as Fractional CFO and Controller. Assists with acquiring new business clients. Activity commenced February 1, 2025. Devotes approximately 10 hours per month, all during securities trading hours. Non-investment related activity. Chief Executive Officer of LINK Silicon Valley, located at 440 N Wolfe Rd, Sunnyvale. Manages M&A, business brokering, and commercial and residential real estate transactions. Oversees M&A deals and supports a team of advisors and brokers in completing transactions. Activity commenced January 1, 2019. Devotes approximately 120 hours per month, with 90 hours during securities trading hours. Investment related activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-04 |
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