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13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2021-08-25 |
Branch Locations
13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States
Seattle, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Federal Reserve Bank Of Kansas City | Kansas City | MO | 02/2016 | 06/2017 |
| Triune Financial Partners | Overland Park | KS | 07/2017 | 09/2017 |
| First Business Bank | Leawood | KS | 10/2017 | 08/2018 |
| Kansas City Country Club | Mission Hills | KS | 08/2018 | 05/2021 |
| Johnson County Sheriff's Office | Olathe | KS | 10/2018 | 05/2021 |
| Legacy Wealth Management | Boise | ID | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-25 |
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