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Current Employers
Clear Creek Financial Management, Llc

9361 Bayshore Drive Nw, Silverdale, WA 98383 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2017-05-20
  • ID RA
    APPROVED
    Since 2017-05-20

Branch Locations

488 Blue Lakes Blvd N, Ste. 107, Twin Falls, ID 83301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/2004 → 03/2019
    Magic Valley Livestock Feed
    Filer, ID
  • 12/2015 → 05/2017
    Signator Investors, Inc.
    Twin Falls, ID
  • 05/2017 → Present
    Silverdale, WA
Previous Registrations
  • 2015-12-28 → 2017-05-25
    Signator Investors, Inc.
    Twin Falls, ID
    Bellevue, WA
  • 2013-01-07 → 2015-12-28
    Signator Financial Services, Inc.
    Bellevue, WA
    Twin Falls, ID
  • 2010-01-19 → 2012-12-31
    Twin Falls, ID
  • 2008-12-17 → 2010-01-26
    Msi Financial Services, Inc.
    Spokane, WA
    Twin Falls, ID
    Buhl, ID
    Spokane, WA
    Buhl, ID
    Spokane, WA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-12-13
S63 Uniform Securities Agent State Law Examination 2008-05-14
  • S65 Uniform Investment Adviser Law Examination
    2008-12-13
  • S63 Uniform Securities Agent State Law Examination
    2008-05-14

View on SEC IAPD

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