Jefferson Hunt West of Boise, ID appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Jefferson Hunt West appears on 4 filing roles across Form ADV (2), Form 13F (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-03-31 | Form ADV | ANCORATO | CHIEF COMPLIANCE OFFICER | BOISE, ID |
| 2025-04-07 | Form ADV | LEGACY WEALTH MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | BOISE, ID |
| 2026-05-07 | Form 13F | Legacy Investment Solutions, LLC | Chief Compliance Officer | BOISE, ID |
| 2026-02-03 | Form 13F | Legacy Wealth Managment, LLC/ID | Chief Compliance Officer | BOISE, ID |