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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 | 2023-04-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ymca Rock Wall | Boise | ID | 07/2016 | 03/2017 |
| Cold Stone Creamery | Boise | ID | 03/2017 | 07/2018 |
| Scentsy | Meridian | ID | 07/2018 | 12/2018 |
| Church Of Jesus Christ Of Latter Day Saints | Barcelona | 12/2018 | 12/2020 | |
| Byu Idaho | Rexburg | ID | 12/2020 | Present |
| Costa Vida | Rexburg | ID | 01/2021 | 04/2021 |
| Evo Automation | Rexburg | ID | 04/2021 | 09/2021 |
| Renu Llc | Colorado Springs | CO | 09/2021 | 02/2022 |
| Family First Life | Boise | ID | 01/2022 | 08/2022 |
| Legacy Integrated Llc | Boise | ID | 08/2022 | 02/2023 |
| Legacy Wealth Management | Boise | ID | 02/2023 | Present |
| Student | Boise | ID | 08/2012 | 05/2018 |
I am a minority owner of West Family Enterprises, LLC, which is half owner of Elica Capital Investments, LLC. Elica Capital Investments, LLC is an investment related business. The address for West Family Enterprises, LLC is 10251 W. Brownstone Dr., Boise, ID 83709. West Family Enterprises, LLC is a new business owned by members of my family. Elica is also a new business with one Regulation D offering. I am currently a Member of West Family Enterprises, LLC. My relationship with the business began in November 2024. I devote very few hours to this business and not during security trading hours. At this point, I hold a 3.33% voting share within West Family Enterprises, LLC. That is the extent of my involvement at this time. Legacy Peak Insurance, Not investment Related, 839 Camille Cir., Centerville, UT 84014, Insurance Agency, Insurance Agent, I am an insurance agent, approximately August of 2022, 5 hours a month, 5 hours during trading hours, I occasionally sell life insurance when it seems to be in my client's best interest.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-06 |
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