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1817 N Lakes Place Ste 150, Meridian, ID 83646 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-10-04 |
| OR | RA | APPROVED | 2023-10-04 |
| CO | RA | APPROVED | 2023-10-03 |
| WA | RA | APPROVED | 2023-10-03 |
| CA | RA | APPROVED | 2023-10-02 |
| ID | RA | APPROVED | 2023-10-02 |
| TX | RA | APPROVED | 2023-10-02 |
| UT | RA | APPROVED | 2023-10-02 |
Branch Locations
1817 N Lakes Place Ste 150, Meridian, ID 83646 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Meridian | ID | 10/2005 | 10/2023 |
| Majors Financial Group | Meridian | ID | 10/2005 | Present |
| Next Level Financial Planning | Meridian | ID | 10/2023 | Present |
(1)Name of Business: Address: 515 11th Avenue South, Nampa, ID, 83651, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/20/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Property for rent through VRBO and Air BNB for daily rental. (2)Name of Business: Majors Financial Group Address: 1817 N Lakes Place #150, Meridian, ID, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/01/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Passthrough Corporation for all expenses related to business (3)Name of Business: Next Level Financial Planning Address: 1817 N Lakes Pl Ste 150, Meridian, ID, 83646, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/12/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-06 |
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