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Current Employers
Legacy Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-13
  • CA RA
    APPROVED
    Since 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

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
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
  • 11/2018 → Present
    Link Silicon Valley
    Sunnyvale, CA
  • 09/2018 → Present
    Bloomsports
    San Ramon, CA
  • 12/2016 → 10/2018
    Nexient
    Newark, CA
  • 11/2015 → 11/2016
    Mckesson
    Emeryville, CA
  • 02/2025 → Present
    Arightco
    San Jose, CA
  • 06/2025 → Present
    Gt Securities, Inc.
    Los Angeles, CA
  • 11/2025 → Present
    Boise, ID
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-04
  • S66 Uniform Combined State Law Examination
    2025-06-04

View on SEC IAPD

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