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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-09-29 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Boise | ID | 02/2015 | 11/2019 |
| Massmutual Life Insurance Company | Meridian | ID | 11/2016 | 06/2019 |
| Mml Investors Services,Llc | Meridian | ID | 12/2016 | 06/2019 |
| Ameritas Investment Corp | Lincoln | NE | 07/2019 | 12/2019 |
| Ameritas Life Insurance Corp | Lincoln | NE | 06/2019 | 02/2021 |
| Gem State Financial Group | Boise | ID | 06/2019 | 02/2021 |
| Lpl Financial Llc | Kalispell | MT | 02/2021 | 05/2022 |
| First Interstate Bank | Kalispell | MT | 02/2021 | 05/2022 |
| Mercer Global Advisors Inc. | Boise | ID | 05/2022 | 04/2025 |
| Key Investment Services, Llc | Brooklyn | OH | 09/2025 | Present |
| Unemployed | Boise | ID | 04/2025 | 09/2025 |
1) Rotary Club of Boise, 802 W Bannock St, Boise, ID 83714, board member, start date: 9/30/2025, Helping set club policy and guide the President, 1 hr/month, 0 hours during trading hours, not investment-related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-11-05 |
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