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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-26 |
| WA | RA | APPROVED | 2024-06-06 |
| ID | RA | APPROVED | 2024-01-19 |
Branch Locations
30 S. Louisiana Suite 224 , Kennewick, WA 99336 • United States
1655 W Fairview Ave Suite 209, Boise, ID 83702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Boise | ID | 05/2015 | 11/2022 |
| Mml Investors Services Llc | Boise | ID | 08/2015 | 11/2022 |
| Woodbury Financial Services Inc | Boise | ID | 11/2022 | 01/2024 |
| Osaic Wealth, Inc. | Boise | ID | 01/2024 | Present |
1) NAME: KYLE MOON INV REL: Y ADD: 2000 WESTLAND BOISE ID 83704 NATURE: INSURANCE POSITION: SALES START DATE: 5/13 NO. HR/MO: .5 NO. HR/MO DURING SEC TRADING: .5 2) MOON WEALTH MANAGEMENT (MWM) POSITION: Agent NATURE: Service and sale of fixed insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/02/2020 ADDRESS: 1882 W Frederic Ln., Boise ID 83705, United States DESCRIPTION: Assist clients with insurance decisions as it applies to their financial need.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-12 |
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