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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-06-16 |
Branch Locations
950 Bannock Street Office #1105 Suite 1100, Boise, ID 83702 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Santa Rosa | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Santa Rosa | CA | 11/2016 | 05/2018 |
| Raymond James & Associates Inc. | Santa Rosa | CA | 05/2018 | 09/2021 |
| Raymond James & Associates, Inc. | Meridian | ID | 09/2021 | 01/2022 |
| Raymond James & Associates, Inc. | Boise | ID | 01/2022 | 06/2022 |
| Raymond James Financial Services, Inc. | Caldwell | ID | 06/2022 | 01/2024 |
| Raymond James Financial Services Advisors, Inc. | Caldwell | ID | 06/2022 | 01/2024 |
| Mainspring Wealth Advisors | Caldwell | ID | 06/2022 | 01/2024 |
| B.O.S.S. Retirement Solutions, Llc | Lehi | UT | 02/2024 | 10/2024 |
| B.O.S.S. Retirement Advisors, Llc | Lehi | UT | 02/2024 | 10/2024 |
| Axxcess Wealth Management, Llc | Carlsbad | CA | 10/2024 | 06/2025 |
| Mercer Global Advisors Inc. | Boise | ID | 06/2025 | Present |
1. Life, Variable Life and Variable Annuity Insurance Licenses; Investment-related; Boise, ID; Active insurance licenses; Insurance Producer; 06/2024; Less than 1 hr. per month; 0 hours per month during securities trading hours. Holds active insurance licenses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-18 |
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