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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-20 |
| TX | RA | APPROVED_RES | 2024-09-26 |
| ID | RA | APPROVED | 2021-07-30 |
Branch Locations
1151 E. Iron Eagle Drive Suite 200, Eagle, ID 83616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Co | Boise | ID | 04/2008 | 07/2021 |
| Eggleston And Associates Llc | Boise | ID | 01/2015 | 07/2021 |
| Osaic Wealth, Inc. | Eagle | ID | 07/2021 | Present |
| Family Tree Financial | Eagle | ID | 06/2021 | Present |
1. FAMILY TREE FINANCIAL LLC POSITION: Agent NATURE: insurance sales and service for multiple carriers INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 07/21/2021 ADDRESS: 379 E Shore Dr, Suite 110, Eagle ID 83616, United States DESCRIPTION: insurance sales and service for multiple carriers 2. EGGLESTON AND ASSOCIATES LLC POSITION: none NATURE: LLCTrail commissions on old life insurance policies are being paid to me from allstate/Lincoln Benefit Life. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2021 ADDRESS: 786 E Cloverhill Ct, Eagle` ID 83616, United States DESCRIPTION: none
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-04 |
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