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Pocatello, ID • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-04-22 |
| WA | RA | APPROVED | 2026-04-22 |
Branch Locations
1450 S Eagle Flight Way Suite 110, Boise, ID 83709 • United States
Pocatello, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gateway Financial & Estate Planning, Inc. | Pocatello | ID | 04/2026 | Present |
| Legacy Services, Llc | Boise | ID | 01/2024 | Present |
| Interwest Investment Advisors, Inc. | Boise | ID | 03/2019 | Present |
| Legacy Financial Advisors, Inc. | Boise | ID | 03/2019 | Present |
| Advocates For Inclusion | Boise | ID | 08/2014 | 02/2019 |
1) LEGACY SERVICES, LLC; INV REL; BOISE, ID; PARALEGAL; START 01/2024; APPROX 10% OF TIME; ASSIST WITH EST PLANNING. 2) LEGACY FINANCIAL ADVISORS, INC.; INV REL; BOISE, ID; INS AGENT; START 03/2019; 5% OF TIME; INS SALES AND SERVICES. 3) INTERWEST INVESTMENT ADVISORS, INC.; INV REL; BOISE, ID; RIA/OFFICE MANAGER; 03/2019; APPROX 10% OF TIME; MANAGE OFFICE OPERATIONS. (WILL REMAIN UNTIL TRANSITION IS COMPLETED.)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-10 |
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