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Sentinel Wealth Strategies CRD 285889
$40.5M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1075 S. Utah Avenue Suite 322, Idaho Falls, ID 83402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-02 |
| NV | RA | APPROVED | 2022-02-10 |
| UT | RA | APPROVED | 2017-04-06 |
| MT | RA | APPROVED | 2017-02-21 |
| ID | RA | APPROVED | 2017-02-17 |
Branch Locations
1075 S. Utah Avenue Suite 322, Idaho Falls, ID 83402 • United States
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 |
|---|---|---|---|---|
| Sowell Management Services | Idaho Falls | ID | 06/2014 | 09/2017 |
| Sentinel Wealth Strategies | Idaho Falls | ID | 09/2014 | Present |
| Sentinel Wealth Strategies | Idaho Falls | ID | 11/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-13 |
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