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13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-02-03 |
Branch Locations
13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States
Parkland, FL • United States
13965 W. Chinden Blvd #100, Boise, ID 83713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-11-14 |
Branch Locations
Holladay, UT • United States
13965 W. Chinden Blvd #100, Boise, ID 83713 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Integrated/Legacy Wealth Management, Llc | Boise | ID | 01/2024 | Present |
| Qp Wealth Managment | Boca Raton | FL | 08/2023 | 01/2024 |
| Merc And Company Inc. | Kenilworth | NJ | 05/1989 | 05/2021 |
| Retired | Parkland | FL | 05/2021 | 08/2023 |
| Legacy Investment Solutions D.b.a. Ancorato | Meridian | ID | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-05-16 |
| S65 | Uniform Investment Adviser Law Examination | 2023-04-26 |
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