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873 E. State Street, Eagle, ID 83616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2021-10-07 |
| ID | RA | APPROVED | 2021-10-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2015 | Present |
| Continuum Advisory, Llc | Eagle | ID | 10/2021 | Present |
| Wealth Management Associates | Eagle | ID | 10/2021 | Present |
Wealth Management Associates; Investment-related; 868 E. Riverside Drive, Suite 200, Eagle, ID 83616; financial advising DBA; IAR; Oct. 2021; 40 hours/week
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-13 |
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