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873 E. State Street, Eagle, ID 83616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2016-04-19 |
| TX | RA | APPROVED | 2016-04-04 |
Branch Locations
873 E. State Street, Eagle, ID 83616 • United States
7250 North 16Th Street, Suite 205, Phoenix, AZ 85020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clark Street Financial | Phoenix | AZ | 04/2016 | Present |
| Signator Investors, Inc. | Scottsdale | AZ | 05/2016 | 11/2017 |
| Triad Advisors, Inc. | Norcross | GA | 11/2017 | 08/2024 |
| Legacy Preservation, Llc | Phoenix | AZ | 09/2018 | 12/2023 |
| Osaic Wealth, Inc. | Surprise | AZ | 08/2024 | Present |
| Continuum Advisory, Llc | Eagle | ID | 04/2016 | Present |
1) Continuum Advisory; investment related; 873 E. State Street, Eagle ID 83616; independent RIA; partner, CFO; 4/1/2016; 20 hrs/month; 4 hrs during trading; oversight of quarterly advisor fees, and recruiting new advisors 2) DBA Clark Street Financial; investment related; 7250 N 16th Street, Suite 205, Phoenix, AZ; financial planning, investment management; investment advisor; 9/1/2004; 60 hrs/month; 6.5 hrs during trading; traditional financial planning and investment management 3) Insurance Sales; Appointment w/multiple carriers; not investment related; 7250 N. 16th Street, Suite 205, Phoenix, AZ 85020; insurance agent; 9/2004 ;15 hrs/month;1 hr during trading; sale of fixed life insurance and annuities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-30 |
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