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13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States
4695 Macarthur Ct, Floor 11, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foundations Investment Advisors, Llc | Irvine | CA | 02/2022 | 06/2022 |
| Intime Financial Alliance Insurance Solutions, Inc. | Irvine | CA | 01/2019 | Present |
| Syncis | Gardena | CA | 07/2015 | 01/2019 |
| Uber | San Diego | CA | 01/2011 | 12/2017 |
| Legacy Wealth Management, Llc | Boise | ID | 08/2022 | Present |
1. 01/2019 - Present: InTime Financial Alliance Insurance Solutions, Inc. - Investment Related Address: 4695 MacArthur Ct. FL 11. Newport Beach, CA 92660 Nature of Business: Insurance; Title/Position: CEO/Owner; Duties: Marketing, Sales, Management No. of Hours/Month engaging in this business and during securities trading hours: 20 hours a month, all during trading hours 2. 2019 - Present: Realtor - Investment Related Address: 4695 MacArthur Ct. FL 11. Newport Beach, CA 92660 Nature of Business: Real Estate ; Duties: Sales and Marketing No. of Hours/Month engaging in this business and during securities trading hours: 5 hours a month, none during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-10 |
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