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Legacy Investment Solutions, LLC

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Company Details

Name: Legacy Investment Solutions, LLC
Jurisdiction: Idaho
Legal type: Limited Liability Company (D)
Status: Active-Existing
Date of registration: 16 Sep 2022 (3 years ago)
Financial Date End: 30 Sep 2025
Entity Number: 4917893
Place of Formation: IDAHO
File Number: 841183
ZIP code: 83642
County: Ada County
Principal Address: STE 200 13965 W CHINDEN BLVD BOISE, ID 83713
Mailing Address: ANDY RAD STE 100 851 N. HICKORY BOISE, ID 83642

Agent

Name Role Address
ANDY RAD Agent 20 STUMP RANCH RD, GARDEN VALLEY, ID 83622

Manager

Name Role Address Appointed On
Legacy Wealth Advisors, LLC Manager 13965 W CHINDEN BLVD., BOISE, ID 83713 2023-09-18
LPM Insurance & Agency, LLC Manager 13965 W CHINDEN BLVD., BOISE, ID 83713 2023-09-18

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0002044858
Phone:
2089250006

Latest Filings

Form type:
13F-HR
File number:
028-24502
Filing date:
2025-02-14
File:
Form type:
13F-HR
File number:
028-24502
Filing date:
2024-11-15
File:

Filing

Filing Name Filing Number Filing date
Annual Report 0005836914 2024-08-03
Annual Report 0005404796 2023-09-18
Initial Filing 0004917893 2022-09-16

Trademarks Section

Serial Number:
99024279
Mark:
ANCORATO
Status:
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Mark Type:
SERVICE MARK
Application Filing Date:
2025-01-30
Mark Literal Elements:
ANCORATO

Goods And Services

For:
Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others
First Use:
2024-01-22
International Classes:
036 - Primary Class
Class Status:
Active

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Date of last update: 25 Mar 2025

Sources: Idaho Secretary of State