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161 5Th Avenue S Suite 200, Twin Falls, ID 83301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-01-22 |
Branch Locations
1120 S. Rackham Way Suite 100, Meridian, ID 83642 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sage Asset Management Llc | Twin Falls | ID | 10/2023 | Present |
| Harris & Co Pllc (Dba Harris Cpas) | Meridian | ID | 09/2006 | Present |
1. JTR Holdings LLC, Owner 33%, LLC owns commercial real estate, passive rental income, not investment related, 0 hours during trading hours 2. Accounting Platform Holdings LLC, Member - partnership owns Harris & Co, LLC, accounting firm, not investment related. approx 160 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-17 |
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