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Eagle, ID • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-01-02 |
| NV | RA | APPROVED | 2024-11-27 |
| ID | RA | APPROVED | 2024-09-30 |
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 |
|---|---|---|---|---|
| Interwest Investment Advisors, Inc. | Nampa | ID | 09/2014 | 03/2025 |
| Jt Financial, Inc. | Eagle | ID | 03/2012 | 12/2024 |
| Ascend Financial Advisors | Eagle | ID | 08/2024 | Present |
| Ascend Wealth Management Llc | Eagle | ID | 09/2024 | Present |
*ASCEND FINANCIAL ADVISORS; 08/2024- PRESENT; FIXED BUSINESS; EAGLE ID 83616
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-30 |
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