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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-09-29 |
Branch Locations
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
62 N Fisher Park Way, Eagle, ID 83616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Country Insurance And Financial Services | Tigard | OR | 10/2007 | 11/2022 |
| Raymond James Financial Services Advisors, Inc. | Eagle | ID | 11/2022 | 09/2025 |
| Country Capital Management Company | Tigard | OR | 10/2007 | 11/2022 |
| True Harvest Wealth Management, Llc | Eagle | ID | 11/2022 | 09/2025 |
| Derek Williams Financial Services, Inc. | Eagle | ID | 01/2012 | 09/2025 |
| Savvy | Eagle | ID | 09/2025 | Present |
1)Strategic planning and business development for private equity fund managed by Baynes Capital LLC; Investment-related; Start date: May 1, 2025; Approximately 20 hours per month; Address: 62 N Fisher Park Way, Eagle, ID, 83616. 2)Annuity Sales Agent with Knighthead Life, offering annuity insurance products; Investment-related; Start date: July 1, 2025; Approximately 1 hour per month; Address: 62 N Fisher Park Way, Eagle, ID, 83616. 3)Life Insurance Agent with Pacific Life, offering life insurance products; Investment-related; Start date: June 1, 2024; Approximately 1 hour per month; Address: 62 N Fisher Park Way, Eagle, ID, 83616. 4)Life Insurance Agent with Symetra Life, offering term life insurance products; Investment-related; Start date: April 1, 2024; Approximately 1 hour per month; Address: 62 N Fisher Park Way, Eagle, ID, 83616.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-11-05 |
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