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13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2021-02-09 |
Branch Locations
13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States
Meridian, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Wealth Management, Llc | Boise | ID | 09/2017 | Present |
| Ledjr Tax | Lincoln | MT | 11/2008 | Present |
| Jim Geddings Cpa Llp | Garden City | ID | 01/2016 | 11/2016 |
LEDJR Tax - Not Investment Related; Income Tax Preparation: Tax Accountant; Partner Start Date: 11/2008 10 to 20 Hrs per month during off trading hours. 40-50 hrs per month Feb-April during off trading hours. Duties: Bookkeeping, income tax preparation, payroll reporting Legacy Integrated - Investment Related; Provides investment advisory services through Legacy Wealth Management, provides non-investment related business coaching, networking, and bookkeeping services. Job Title: Business Development/Tax Strategy. Start Date: 12/14/2020 Approximately 30-40 hrs a month during non-trading hours Duties: Business Development/Sales and Building Strategic Tax Plans.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-07 |
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