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13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-09-10 |
Branch Locations
13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Boise | ID | 03/2022 | 09/2025 |
| Wells Fargo Bank, Na | Boise | ID | 08/2017 | 09/2025 |
| Fast Eddy's | Boise | ID | 07/2016 | 08/2019 |
| Legacy Wealth Managment, Llc | Boise | ID | 09/2025 | Present |
NOTARY PUBLIC, NOT INV RELATED, MOBILE NOTARY FOR IDAHO, START 1/15/2024, 5 HOURS PER MONTH, ZERO HOURS DURING TRADING, NOTARIZE DOCUMENTS. DELPHIA LLC, NOT INV REALTED, MERIDIAN, ID, 100% OWNERSHIP, START 7/26/2023, 10 HOURS PER MONTH, ZERO HOURS DURING TRADING, GRAPHI DESIGNER FOR PRINT ON DEMAND PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-18 |
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