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David Joshua Jobrack

Legacy Wealth Management, LLC

Billings, MT

Boise, ID

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Current Employers
Legacy Wealth Management, Llc

13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2024-10-09
  • MT RA
    APPROVED
    Since 2024-10-09

Branch Locations

Billings, MT • United States

13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Legacy Integrated Boise ID 05/2024 Present
Wal-Mart, Inc. Bentonville AR 10/2023 Present
At & T, Mobility Services, Llc St. Louis MO 09/2018 10/2023
Albertson's, Inc. Boise ID 02/2017 09/2018
Starbucks, Inc. Seattle WA 07/2016 02/2017
  • 05/2024 → Present
    Legacy Integrated
    Boise, ID
  • 10/2023 → Present
    Wal-Mart, Inc.
    Bentonville, AR
  • 09/2018 → 10/2023
    At & T, Mobility Services, Llc
    St. Louis, MO
  • 02/2017 → 09/2018
    Albertson's, Inc.
    Boise, ID
  • 07/2016 → 02/2017
    Starbucks, Inc.
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-07
  • S65 Uniform Investment Adviser Law Examination
    2024-10-07

View on SEC IAPD

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