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Eagle, ID • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2021-12-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Inc. | Salt Lake City | UT | 08/1998 | 07/2021 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 07/2021 |
| Strategic Advisors Llc | Boise | ID | 04/2006 | 07/2018 |
| Ford Investment Counsel Llc | Eagle | ID | 12/2021 | Present |
| Unemployed | Eagle | ID | 07/2021 | 12/2021 |
| Independent Insurance Agent | Eagle | ID | 11/2021 | Present |
Independent Insurance Agent; Inv Rel; Eagle, ID; insurance sales and services; start 11/2021; 5% of time spent in this practice; 2 hrs/mo.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-28 |
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