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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 |
| ID | RA | APPROVED | 2023-02-10 |
Branch Locations
13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States
110 12Th Ave. S. #217, Nampa, ID 83651 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heli-1 Corp | Missoula | MT | 03/2021 | 11/2022 |
| Eagle Helicopters, Inc. Dba Kachina Aviation | Nampa | ID | 01/2019 | 03/2021 |
| New Legacy, Llc | Nampa | ID | 10/2021 | Present |
| Buenaventura Alliance, Inc. | Nampa | ID | 05/2012 | 12/2021 |
| Kit Helicopter Operations | Mud Lake | ID | 06/2022 | 11/2022 |
| Pj Helicopters | Red Bluff | CA | 07/2014 | 09/2017 |
| Rise Realty | Meridian | ID | 01/2022 | 04/2024 |
| Idaho Helicopters, Inc | Boise | ID | 05/2023 | 10/2024 |
| Legacy Wealth Management, Llc | Boise | ID | 02/2023 | Present |
| Baker Aircraft | Baker City | OR | 10/2024 | 07/2025 |
New Legacy, LLC, not investment related, 7915 E. Quaker Dr., LLC for various business activities, Owner, Owner, December of 2018, 5 hours a month, all 5 hours during trading hours, my insurance business as well as my web developer, graphic designer and marketing consultant are run through this business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-09 |
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