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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-01 |
| ID | RA | APPROVED | 2023-06-29 |
Branch Locations
2350 S Broadway Avenue, Boise, ID 83706 • United States
3000 12Th Avenue Road, Nampa, ID 83686 • United States
841 N Main Street, Hailey, ID 83333 • United States
6115 W Overland Rd, Boise, ID 83709 • United States
Caldwell, ID • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Key Investments | Pocatello | ID | 04/2012 | 02/2019 |
| The Prudential Insurance Co. Of America | Spokane | WA | 02/2019 | 06/2020 |
| Pruco Securities, Llc | Spokane | WA | 02/2019 | 06/2020 |
| Door Dash | San Francisco | CA | 11/2020 | 05/2024 |
| Boise Premier Cleaning | Boise | ID | 04/2021 | 10/2021 |
| Dickeys Bbq / Wce Llc | Garden City | ID | 09/2021 | 05/2024 |
| Cetera Wealth Services, Llc | El Segundo | CA | 03/2022 | Present |
| Unemployed | Meridian | ID | 06/2020 | 11/2020 |
| Pioneer Federal Credit Union | Meridian | ID | 02/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Pioneer Investment Services | Meridian | ID | 12/2025 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 02/2022; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: PIONEER FEDERAL CREDIT UNION; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: CREDIT UNION; START DATE: 02/2022; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PROFESSIONAL - NOT EMPLOYED BY THE INSTITUTION; 3. NAME OF OTHER BUSINESS: PIONEER INVESTMENT SERVICES; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 12/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-23 |
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