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13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-24 |
Branch Locations
9442 Capital Of Texas, Hwy N. Arboretum Plaza 1 #500, Austin, TX 78759 • United States
13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States
9442 Capital Of Texas Hwy N Arboretum Plaza One, Suite 500, Austin, TX 78759 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-22 |
Branch Locations
9442 Capital Of Texas Hwy N Arboretum Plaza One, Suite 500, Austin, TX 78759 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Turner Capital Investments, Llc | Austin | TX | 08/2023 | Present |
| Student | Austin | TX | 08/2015 | 08/2023 |
| Legacy Wealth Management, Llc | Boise | ID | 06/2026 | Present |
| Turner Capital Investments, Llc | Austin | TX | 05/2018 | 08/2023 |
1) ARX BTC, LLC; Investment related; Location: 3404 Park Hollow Street Fort Worth TX 76109; Description: Bitcoin services; Position Title: Manager. Start date: 2025-11-25; Hours per month during trading hours: 0; Hours per month outside trading hours: 8.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-25 |
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