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873 E. State Street, Eagle, ID 83616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2022-08-11 |
| ID | RA | APPROVED | 2022-01-03 |
| CA | RA | APPROVED | 2016-04-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Management Associates | Pleasanton | CA | 04/2016 | Present |
| Signator Investors, Inc. | Pleasanton | CA | 05/2016 | 11/2017 |
| Triad Advisors, Inc. | Norcross | GA | 11/2017 | 08/2024 |
| Osaic Wealth, Inc. | Eagle | ID | 08/2024 | Present |
1) Continuum Advisory, LLC; investment related; independent RIA; IAR; 873 E State Street, Eagle, ID 83616; 4/1/2016; 80 hrs/month; 4 hrs during trading; providing Investment Advisory Services 2) Wealth Management Associates; investment related, DBA of Continuum Advisory; IAR; 873 State Street, Eagle, ID 83616; dba for Investment Business; IAR/ 10/2006; 80 hrs/month; 6 hrs during trading; providing Investment Advisory Services 3) Life Insurance, appointed with multiple carriers; investment related; 873 E State Street, Eagle, ID 83616; life insurance business; 1/2015; 2 hrs/month; 2 hrs during trading; sales and service of insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-09 |
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