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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-12-24 |
Branch Locations
250 Bobwhite Court Suite 340, Boise, ID 83706 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Greenwood Village | CO | 10/2013 | 11/2016 |
| Scottrade, Inc | Boise | ID | 12/2016 | 02/2018 |
| Td Ameritrade, Inc. | Boise | ID | 02/2018 | 04/2018 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 04/2018 |
| Mcconnell Financial Advisors | Boise | ID | 04/2018 | 12/2025 |
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 05/2019 | 01/2023 |
| Mercer Global Advisors Inc. | Boise | ID | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-28 |
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