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664 S Rivershore Lane Ste 150, Eagle, ID 83616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-05-22 |
Branch Locations
664 S Rivershore Lane Suite 150, Eagle, ID 83616 • USA
664 S Rivershore Ln Suite 150, Eagle, ID 83616 • United States
664 S Rivershore Lane Ste 150, Eagle, ID 83616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2003 | 05/2017 |
| American Independent Securities Group | Eagle | ID | 05/2017 | Present |
Life Insurance sales, independent agent, less than 5 hours monthly, compensated by commissions on sales-non investment related. Summit Capital Management. 664 S Rivershore Ln Ste 150 Eagle ID 83616; DBA for fixed insurance and life and annuities business, Independent Financial Advisor. Independent Insurance Agent. Owner. Insurance-not investment related. 40 hrs/week, 8 during securities trading hours. Start 11-16-2017. www.scmidaho.com
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-11 |
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