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13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-06-03 |
Branch Locations
13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States
7520 Standish Pl. #260, Rockville, MD 20855 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Wealth Management, Llc | Boise | ID | 06/2026 | Present |
| Northstar Group, Inc. | Rockville | MD | 12/2021 | Present |
| Akvarr, Inc. | Rockville | MD | 03/2008 | 09/2021 |
North Star Group, Inc. Not investment related, 7520 Standish Pl. #260, Rockville, MD 20855, Technology consulting, CEO, CEO/Owner, July 21, 2023, 60 hour a month, all during trading hours, developing strategy to grow technology clients and team management for technology companies. Bold Eagles LLC d/b/a FitMarts.com, Not investment related, 7520 Standish Pl. #260, Rockville, MD 20855, Shopify Store (e-commerce), CEO/Owner, July 21, 2023, 5 hours a month, zero during trading hours, oversee revenue and provide capital to the marketing team to sell products. Deltoid Group, Inc., Not investment related, 7520 Standish Pl. #260, Rockville, MD 20855, Technology consulting, CEO, CEO/Owner, November 1, 2023, 1 hour a month, zero during trading hours, developing strategy to grow a single technology client and team management for that single client. NSTAR Technologies Private Limited (Indian Company), Not Investment Related, 502 5th Floor, Lakeshore Tower, Somajijuda, Hyderadad, India, 500082, Back Office Support for Northstar, Director, primarily look at the books, December 15, 2012, 2 hours a month, zero during trading hours, keep track of the books.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-30 |
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