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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-11-17 |
| WA | RA | APPROVED | 2025-11-14 |
Branch Locations
1327 W Appleway Ave, Coeur D Alene, ID 83814 • United States
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-11-07 |
| MT | RA | APPROVED | 2025-11-07 |
| WA | RA | APPROVED | 2025-11-07 |
Branch Locations
41 West Riverside Floor 3, Spokane, WA 99201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Interstate Bank | Missoula | MT | 09/2015 | 12/2020 |
| Ameriprise Financial Services, Llc | Coeur D Alene | ID | 12/2020 | 03/2024 |
| Securities America, Inc. | Spokane | WA | 03/2024 | 06/2024 |
| Osaic Wealth, Inc. | Coeur D'ALene | ID | 06/2024 | 11/2025 |
| Osaic Institutions, Inc. | Meriden | CT | 11/2025 | Present |
| Osaic Advisory Services, Llc | Coeur D Alene | ID | 11/2025 | Present |
1.) ***IDAHO CENTRAL WEALTH MANAGEMENT - DBA ***IDAHO CENTRAL CREDIT UNION POSITION: Advisor NATURE: Credit Union INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/09/2024 ADDRESS: 4400 Central Way, Chubbuck ID 83202 DESCRIPTION: Work with credit union partners to help our members succeed financially.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-10 |
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