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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-08-12 |
| ID | RA | APPROVED | 2023-09-21 |
Branch Locations
3729 Woodking Dr Ste 1, Idaho Falls, ID 83404-4720 • United States
360 S 4Th Ave Ste 360, Pocatello, ID 83201 • United States
116 E Fir St Ste B, Mount Vernon, WA 98273 • United States
100 2Nd Ave S Ste 140, Edmonds, WA 98020 • United States
Pocatello, ID • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Pocatello | ID | 06/2008 | 09/2023 |
| Connections Investment Services | Pocatello | ID | 05/2013 | 09/2023 |
| Ameriprise Financial Services, Llc | Pocatello | ID | 09/2023 | Present |
Independent Insurance Brokering; Western United Life Assurance; 05/01/2016; Fixed Annuity / Global Atlantic; 09/08/2023; Fixed Annuity. Business Ownership; Triple L Ventures; Owner; We are resubmitting for a name change Pass through entity for bonuses at Ameriprise. No other purpose or uses.; 360 S. 4th Ave, , Pocatello, ID, 83201; Not Investment-Related; 12/09/2024; 1 to 9 hours per month; 1 to 9 during trading hours / Smart Horizons; Co-owner; Manage Ameriprise Business; 900 Pier View Drive, , Idaho Falls, ID, 83402; Not Investment-Related; 06/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; BrightStar Financial Advisors, LLC; Employee; Manage advisory business; 360 S 4th Ave, Ste 360, Pocatello, ID, 83201; Investment-Related; 06/30/2025; 40 to 59 hours per month; 40 to 59 during trading hours / Triple L Ventures; Owner; Manage advisory business; 360 S 4th Ave, , Pocatello, ID, 83201; Investment-Related; 10/21/2024; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-08 |
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