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9361 Bayshore Drive Nw, Silverdale, WA 98383 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2017-05-20 |
Branch Locations
488 Blue Lakes Blvd N, Ste. 107, Twin Falls, ID 83301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Magic Valley Livestock Feed | Filer | ID | 07/2004 | 03/2019 |
| Signator Investors, Inc. | Twin Falls | ID | 12/2015 | 05/2017 |
| Clear Creek Financial Management, Llc | Silverdale | WA | 05/2017 | Present |
1. FIXED INSURANCE SALES; INVESTMENT RELATED. 2. DLS, LLC; MEMBER; REAL ESTATE HOLDING COMPANY; NON-INVESTMENT RELATED. 3. ST. LUKE'S MAGIC VALLEY HEALTH FOUNDATION; DIRECTOR OF 501C3, START 2/2014; 2 HRS/MO, ALL DURING SECURITIES TRADING HOURS; ON PANEL THAT OVERSEE/APPROVE/DISAPPROVE RECOMMENDATIONS BY VARIOUS COMMITTEES; NON-SECURITIES RELATED, NO COMPENSATION. 4. Chairman - Charitable Org at St. Luke's Hospital Foundation 420 West Idaho Street Boise, ID 83702, start 8/23/16, approx 2 hrs mo, 2 hrs trading. 5. Rural Economic Development Committee; Oversees the duties of the Executive Director, approves finances, acts as Board Chair in the absence of the Chairman; Not investment related; start July 2018; Devotes 2-4 hours per month, 1 hour per month during trading. 6. St Luke's Health System; not investment related; St Luke's Plaza 720-800 E. Park Blvd. Boise, ID 83712; Director on System Board; 1/1/2025; 32 hours per month, 2 hours during trading hours; no compensation 7. St Luke's Health System; not investment related; St Luke's Plaza 720-800 E. Park Blvd. Boise, ID 83712; Member of the St Luke's Audit, Risk & Compliance Committee; 1/1/2023; 1 hours per month, 0 hours during trading hours; no compensation 8. St Luke's Health System; investment related; St Luke's Plaza 720-800 E. Park Blvd. Boise, ID 83712; Chairman of the St Luke's Health System Foundation Finance Committee; 10/28/2024; 1 hours per month, 0 hours during trading hours; no compensation 9. St Luke's Health System Foundation Umbrella Board; Board member; Oversees systems foundations; 01/2017; 1 hour per month; no compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-14 |
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