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664 S Rivershore Lane Ste 150, Eagle, ID 83616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2010-10-25 |
Branch Locations
664 S Rivershore Lane Suite 150, Eagle, ID 83616 • USA
3340 Merlin Dr. Suite 100, Idaho Falls, ID 83404 • United States
664 S Rivershore Lane Ste 150, Eagle, ID 83616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Independent Securities Group, Llc | Eagle | ID | 04/2007 | Present |
Fixed Life and Health insurance sales, independent agent; 3340 Meridian Dr Ste 100 Idaho Falls, ID 83404 . I REFER MEDICARE SUPPLEMENT BUSINESS TO AN INSURANCE PRODUCER, HE PAYS ME A REFERRED BUSINESS FEE. approx 2% of time during market hours. DBA, KEYSTONE FINANCIAL STRATEGIES INC; 340 Meridian Dr Ste 100 Idaho Falls, ID 83404 DBA being used for securities, advisory and insurance sales. Medi-Share/Health Values Recruiting/Networking: 33340 Meridian Dr Ste 100 Idaho Falls, ID 83404; Independent Insurance Agent. Russell is networking with other health insurance agents. He is informing them of a Christian Health Sharing Ministry called Medi-Share & supplement called Health Values. He receives a small compensation for those that choose to use the programs. 3 Hrs/Week, 0 during trading hours. Start 10/1/2017 50% owner of commercial property located at 3340 Meridian Dr Ste 100 Idaho Falls, ID 83404. Structured as an LLC. No compensation being taken at this time. Spend 2 hours after market hours on this business. Non Investment related. Start date 12/6/2018
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-09 |
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