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Current Employers
Legacy Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2022-03-07
  • ID RA
    APPROVED
    Since 2022-03-07

Branch Locations

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

1710 Overland Ave., Burley, ID 83318 • 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
Idaho State University Pocatello ID 08/2016 01/2017
Teton Honda Pocatello ID 02/2017 05/2017
Doc's Pizza Rupert ID 05/2017 08/2017
Fred Meyer Pocatello ID 08/2017 11/2017
Idaho State University Pocatello ID 12/2017 05/2020
Dl Evans Bank Burley ID 05/2020 10/2021
Legacy Wealth Management, Llc Boise ID 11/2021 Present
  • 08/2016 → 01/2017
    Idaho State University
    Pocatello, ID
  • 02/2017 → 05/2017
    Teton Honda
    Pocatello, ID
  • 05/2017 → 08/2017
    Doc's Pizza
    Rupert, ID
  • 08/2017 → 11/2017
    Fred Meyer
    Pocatello, ID
  • 12/2017 → 05/2020
    Idaho State University
    Pocatello, ID
  • 05/2020 → 10/2021
    Dl Evans Bank
    Burley, ID
  • 11/2021 → Present
    Boise, ID
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-07
  • S65 Uniform Investment Adviser Law Examination
    2022-03-07

View on SEC IAPD

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