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380 E. Parkcenter Blvd. Suite 205, Boise, ID 83706 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2020-08-28 |
| TX | RA | APPROVED | 2020-08-28 |
Branch Locations
380 E. Parkcenter Blvd. Suite 205, Boise, ID 83706 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Boise | ID | 08/2011 | 07/2020 |
| Private Client Services | Boise | ID | 07/2020 | Present |
| Br Wealth Management | Boise | ID | 08/2020 | Present |
INSURANCE - INVESTMENT RELATED - 380 E. ParkCenter Boulevard, Suite 205, Boise, ID - INSURANCE SALES - AGENT - 4/25/2006 - 4 HRS/MO, 4 HRS/MO DURING TRADING. Beto Financial Group, LLC DBA for BR Wealth Management. 380 E ParkCenter Blvd, Ste 205, Boise, ID 83706. Chief Compliance Officer, Managing Principal. 160 hrs/mo; 160 during trading hrs. Arid Club, Inc. 1137 W River St, Boise, ID 83702. Social Club. Member of the board having indirect responsibilities, some of which may include assistance in budgeting and in their financials in general. 2 hrs/mo; 0 during trading hrs. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-27 |
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