Teresa Louise Yragui

Current Employers

Employment History

• 06/2015 → 06/2021
  Securities America Inc
  Boise, ID
• 06/2015 → 06/2021
  Securities America Advisors, Inc.
  Boise, ID
• 06/2021 → 08/2024
  Triad Advisors
  Norcross, GA
• 06/2021 → Present
  Continuum Advisory, Llc
  Eagle, ID
• 08/2024 → Present
  Osaic Wealth, Inc.
  Eagle, ID

Previous Registrations

• 2015-06-26 → 2021-07-06
  Securities America Advisors, Inc.
  Meridian, ID
• 2012-07-02 → 2015-07-08
  First Allied Advisory Services, Inc.
  Eagle, ID
  Eagle, ID
• 2005-08-30 → 2012-07-02
  First Allied Securities, Inc.
  Boise, ID
  Boise, ID
  Eagle, ID
  Boise, ID
• 2003-01-02 → 2005-08-29
  Morgan Stanley Dw Inc.
  Boise, ID

Other Businesses

1) CONTINUUM ADVISORY LLC POSITION: Financial Advisor NATURE: Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 6 START DATE: 06/01/2021 ADDRESS: 873 E State Street, Eagle ID 83616, United States DESCRIPTION: Financial Advisory 2) INSURANCE SALES-FIXED INSURANCE-MULTIPLE CARRIERS POSITION: Agent NATURE: Wealth Management and advisory services INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 06/2021 ADDRESS: 873 E State Street, Eagle, ID 83616 DESCRIPTION: provide array of fixed insurance products to meet clients financial planning needs, life, disability, LTC, etc. 3) DBA WEALTH MANAGEMENT ASSOCIATES POSITION: Registered IA/Financial Advisor NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 6/2021 ADDRESS: 873 E State Street, Eagle, ID 83616 DESCRIPTION: financial advisory services 4) YRAGUI FAMILY TRUST POSITION: Trustee NATURE: This is a family trust for myself and my siblings which contains some real estate and cash. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 1462 N Echo Creek Place, Eagle ID 83616, United States DESCRIPTION: As the trustee I submit the trust tax return and if we are able to sell the property held in trust I will distribute the proceeds. 5) WEALTH MANAGEMENT ASSOCIATES POSITION: Financial Advisor NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/01/2021 ADDRESS: 873 E State Street, Eagle ID 83616, United States DESCRIPTION: Financial Advisory Services

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-03-08
• S63 Uniform Securities Agent State Law Examination
  2001-10-01