Robert Todd Oakes

Current Employers

Legacy Wealth Management, Llc

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

Current Registrations

Authority	Category	Status	Date
ID	RA	APPROVED	2022-01-20

ID RA
APPROVED

Since 2022-01-20

Branch Locations

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

Organization	City	State	From	To
Phillips, Oakes, Goodwin, Crane, Pllc	Burley	ID	07/1992	Present
Legacy Wealth Management, Llc	Boise	ID	01/2022	Present

07/1992 → Present

Phillips, Oakes, Goodwin, Crane, Pllc

Burley, ID
01/2022 → Present

Legacy Wealth Management, Llc

Boise, ID

Other Businesses

1. 25% owner - Rupert Business Associates, LLC = Commercial real estate ownership 2. 33% owner - Golden Lakes Prop. LLC = Commercial real estate ownership 3 100% owner - Mohave RBB, LLC = Residential rental property

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-01-20

S65 Uniform Investment Adviser Law Examination

2022-01-20

View on SEC IAPD

Current Employers

Legacy Wealth Management, Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

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