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3040 E 17Th Street Suite 2, Ammon, ID 83406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2021-08-13 |
| TX | RA | APPROVED | 2021-08-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Journey Financial Services | Idaho Falls | ID | 01/2007 | Present |
| Allegis Investment Advisors, Llc | Idaho Falls | ID | 03/2015 | 01/2018 |
| Townsquare Capital, Llc | Provo | UT | 01/2018 | 01/2022 |
| Journey Retirement Planning And Investment Management, Llc | Ammon | ID | 04/2021 | Present |
1/2007 Journey Financial Services; President/Agent; Investment Related; Annuities Life and Health Ins; 80 hrs month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-31 |
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