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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-14 |
| ID | RA | APPROVED | 2025-06-02 |
Branch Locations
79 E Eagles Gate Drive Suite 100, Eagle, ID 83616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Caldwell | ID | 10/2024 | 04/2025 |
| Mainspring Wealth Advisors | Caldwell | ID | 10/2024 | 04/2025 |
| Toxin Free Dad Llc | Meridian | ID | 08/2018 | 10/2024 |
| Cole Valley Christian Schools | Boise | ID | 04/2014 | 02/2018 |
| 12.2 Investment Management Llc | Meridian | ID | 10/2020 | 10/2024 |
| Raymond James Financial Services Advisors, Inc. | Caldwell | ID | 11/2024 | 04/2025 |
| Fidelity Investments | Boise | ID | 04/2025 | Present |
| Reece Essentials Llc | Meridian | ID | 02/2018 | 10/2024 |
OBA-118968|OrgNmn:Toxin Free Dad LLC|Org Addr:Meridian,Idaho,US|OBA Nature:Young Living distributor|Invst Rel:N|Title:Owner of the LLC|Duties:Bill payment and tax preparation.|StrtDt:08-01-18|TotHrs/mon:1|TrdHrs/mon:0|OBA-118967|OrgNmn:12.2 Investment Management LLC|Org Addr:Meridian,Idaho,US|OBA Nature:Owns rental properties|Invst Rel:Y|Title:Owner|Duties:Pay bills and prep taxes. |StrtDt:10-17-20|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-12 |
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