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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-12-01 |
| ID | RA | APPROVED | 2025-11-07 |
Branch Locations
1111 S Silverstone Way Suite 120, Meridian, ID 83642 • United States
538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-11-14 |
Branch Locations
1111 S Silverstone Way - 1St Floor, Meridiam, ID 83642 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Bank | Boise | ID | 09/2019 | 09/2023 |
| Key Bank Na | Boise | ID | 09/1998 | 09/2016 |
| Ameriprise Financial Services | Meridian | ID | 11/2023 | 03/2024 |
| Idaho Trust Bank | Boise Idaho | ID | 09/2016 | 09/2019 |
| Securities America, Inc. | Meridian | ID | 03/2024 | 06/2024 |
| Ameriprise Financial Services, Llc | Meridian | ID | 03/2020 | 11/2025 |
| Osaic Wealth, Inc. | Meridian | ID | 06/2024 | 11/2025 |
| Pfg Advisors | Meridian | ID | 06/2025 | 11/2025 |
| Osaic Institutions, Inc. | Meriden | CT | 11/2025 | Present |
| Osaic Advisory Services, Llc | Meridian | ID | 11/2025 | Present |
1. Silicon Springs, LLC Position: Owner - Nature: Marketing - Investment Related: No - Hours: 0 - Securities Trading Hours: 0 - Start Date: 01/01/2023 Address: 5858 N Duxbury Pier Ln, Garden City ID 83714, United States 2. Idaho Central Wealth Management - DBA 3. CREDIT UNION POSITION: Program Manager NATURE: Credit Union INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/01/2923 ADDRESS: 4537 Yellowstone Ave, Chubbuck ID 83202 DESCRIPTION: Program Manager 4. RENTAL POSITION: owner NATURE: Rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2024 ADDRESS: 5858 N Duxbury Pier Ln, Garden City ID 83714 DESCRIPTION: Rental 5. COLLEGE PHILANTHROPY POSITION: President NATURE: Unincorporated non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 5858 N Duxbury Pier Ln, Garden City ID 83714 DESCRIPTION: College philanthropy 6. SILICON SPRINGS, LLC POSITION: Owner NATURE: Marketing INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 5858 N Duxbury Pier Ln, Garden City ID 83714 DESCRIPTION: Marketing
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-01-05 |
| S65 | Uniform Investment Adviser Law Examination | 2023-05-11 |
| S66 | Uniform Combined State Law Examination | 2005-07-08 |
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