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13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-28 |
| UT | RA | APPROVED | 2023-01-24 |
Branch Locations
1645 South 500 West, Ste 2, Woods Cross, UT 84010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Byu Idaho | Rexburg | ID | 08/2016 | 05/2017 |
| Womple | Lehi | UT | 05/2017 | 04/2018 |
| University Of Utah | Salt Lake City | UT | 05/2018 | 08/2019 |
| Utah Valley University | Orem | UT | 08/2019 | 01/2021 |
| Renu Llc | Colorado Springs | CO | 01/2021 | 05/2022 |
| Trailblazerz Llc | American Fork | UT | 05/2022 | 12/2022 |
| Legacy Wealth Management, Llc | Boise | ID | 12/2022 | Present |
| Family First Life | Uncaseville | CT | 01/2022 | 10/2022 |
| Legacy Peak Insurance | Boise | ID | 12/2022 | Present |
Legacy Peak Insurance, Not investment Related, 839 Camille Cir., Centerville, UT 84014, Insurance Agency, Insurance Agent, I am an insurance agent, December of 2022, 40 hours a month, 18 hours during trading hours, I sell policies, help service policies and update clients regarding policies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-19 |
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