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1817 N Lakes Place Ste 150, Meridian, ID 83646 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-02 |
| CO | RA | APPROVED | 2025-04-02 |
| OR | RA | APPROVED | 2025-04-02 |
| AZ | RA | APPROVED | 2023-10-04 |
| ID | RA | APPROVED | 2023-10-02 |
| TX | RA | APPROVED | 2023-10-02 |
| UT | RA | APPROVED | 2023-10-02 |
| WA | RA | APPROVED | 2023-10-02 |
Branch Locations
1817 N Lakes Place Ste 150, Meridian, ID 83646 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial | Meridian | ID | 11/2007 | 10/2023 |
| Mccarney Financial Group,Llc | Meridian | ID | 11/2007 | Present |
| Next Level Wealth Planning, Llc | Meridian | ID | 10/2023 | Present |
(1) Name of Business: 3 & 3 Property, LLC Address: 1817 N Lakes Pl Ste 150, Meridian, ID, 83646, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Partner Investment Related: Yes Start Date: 08/31/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partners with RJFS Advisor Joni Pursell
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-09-10 |
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