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13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-08-06 |
Branch Locations
Centerville, UT • United States
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 |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-26 |
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