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110 W Main St, Boise, ID 83702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2020-02-20 |
| ID | RA | APPROVED | 2019-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rathbone Warwick Investment Management Llc | Boise | ID | 07/2014 | 12/2018 |
| Tumwater Wealth Management, Llc | Boise | ID | 01/2019 | Present |
Tumwater Holdings LLC; Position: Owner; Not investment related; Location: 110 W. Main St Boise Idaho 83702; Description: Own a building that rents to tenants and collects rent.; Start date: 2025-01-01; Hours per month devoted to business during trading hours: 3; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 3; Contact person at the organization: Tumwater Wealth Management. Meadowcreek Property Owners Association, Inc.; Treasurer; Not Investment Related; P.O. Box 415 New Meadows ID 83654; Description: Homeowners Association; 2026-06-06; 1 Hour per month devoted to business during trading hours; 4 Hours per month devoted to business outside trading hours; 0 Percent of total yearly compensation expected to be derived from the business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-14 |
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