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Current Employers
Legacy Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-08-06
  • UT RA
    APPROVED
    Since 2026-08-06

Branch Locations

Centerville, UT • United States

13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • 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
OrganizationCityStateFromTo
Legacy Wealth Management, Llc Boise ID 07/2026 Present
Intermountain Health Care Ogden UT 05/2018 Present
Intermountain Health Care - Dixie Regional Medical Center St. George UT 05/2005 12/2016
Neuro Behavioral Center For Growth Bountiful UT 01/2018 Present
Intermountain Health Care - Primary Children's Hospital Salt Lake City UT 12/2016 03/2017
Speech Therapy Unboxed, Llc Salt Lake City UT 03/2017 03/2018
Eluma Therapy Lehi UT 08/2017 06/2018
Nourishing Small Voices Centerville UT 07/2020 07/2025
  • 07/2026 → Present
    Boise, ID
  • 05/2018 → Present
    Intermountain Health Care
    Ogden, UT
  • 05/2005 → 12/2016
    Intermountain Health Care - Dixie Regional Medical Center
    St. George, UT
  • 01/2018 → Present
    Neuro Behavioral Center For Growth
    Bountiful, UT
  • 12/2016 → 03/2017
    Intermountain Health Care - Primary Children's Hospital
    Salt Lake City, UT
  • 03/2017 → 03/2018
    Speech Therapy Unboxed, Llc
    Salt Lake City, UT
  • 08/2017 → 06/2018
    Eluma Therapy
    Lehi, UT
  • 07/2020 → 07/2025
    Nourishing Small Voices
    Centerville, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-26
  • S65 Uniform Investment Adviser Law Examination
    2026-05-26

View on SEC IAPD

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