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475 W Main St Suite 300, Boise, ID 83702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-05-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Yellowstone Partners, Llc | Idaho Falls | ID | 05/2006 | 11/2016 |
| Allegis Investment Advisors, Llc | Boise | ID | 11/2016 | 03/2018 |
| Townsquare Capital, Llc | Boise | ID | 03/2018 | Present |
| Yellowstone Partners | Boise | ID | 11/2006 | 12/2016 |
| Ascent Retirement Advisors, Llc | Boise | ID | 02/2023 | Present |
1. 04/2016- PRESENT board member for the make a wish foundation, non investment related, He spends approximately 5 hours per month devoted to this business. 2. 03/2018- PRESENT-Ascent Retirement Advisors- individual fixed and insurance producer offering life and annuities, He spends approximately 5 hours per month devoted to this business. 3. 02/2002-PRESENT- Cicero Corporation- board member, speechwriting/political advisory writing services, he spends approximately 5 hours a month devoted to this business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-13 |
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