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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-11-08 |
| TX | RA | APPROVED | 2024-11-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Financial Advisors Llc | Pocatello | ID | 11/2010 | 05/2019 |
| Cetera Advisors Llc | Denver | CO | 12/2013 | 05/2019 |
| John Koyle Financial Llc | Denver | CO | 06/2016 | Present |
| Jt Investments | Denver | CO | 07/2017 | Present |
| Kms Financial Services, Inc | Seattle | WA | 05/2019 | 11/2020 |
| Red Cedar Wealth | Pocatello | ID | 05/2019 | Present |
| Securities America, Inc. | Pocatello | ID | 11/2020 | 06/2024 |
| Arbor Point Advisors | Pocatello | ID | 11/2020 | 11/2024 |
| Osaic Wealth, Inc. | Pocatello | ID | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
**RED CEDAR WEALTH POSITION: Reg Rep NATURE: Red Cedar Wealth Advisors to sell investment related business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/20/2019 ADDRESS: 1414 E Center St, Pocatello ID 83201 DESCRIPTION: Financial Advisor **JOHN KOYLE FINANCIAL POSITION: owner NATURE: Holding company for the advisory practice INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2010 ADDRESS: 1414 E Center St , POCATELLO ID 83201 DESCRIPTION: it is a holding company **JT INVESTMENTS POSITION: owner NATURE: it is a holding company INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/03/2016 ADDRESS: 1414 E Center St , POCATELLO ID 83201 DESCRIPTION: it is used to pay bills. **ARBOR POINT ADVISORS POSITION: financial advisor NATURE: Providing investment related advice and service INVESTMENT RELATED: No NUMBER OF HOURS: 110 SECURITIES TRADING HOURS: 200 START DATE: 11/06/2020 ADDRESS: 12325 Port Grace Blv, La Vista NE 68128 DESCRIPTION: The holding company is used to pay bills. **DBA - Red Cedar Wealth Advisors **CENTER STREET PARTNERS POSITION: owner NATURE: holding company INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2021 ADDRESS: 1414 E Center St, Pocatello ID 83201 DESCRIPTION: Center Street Partners owns the building that our advisory practice resides in.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-13 |
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