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250 S 5Th St Ste 680, Boise, ID 83702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-04-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 03/2015 | 10/2016 |
| Prudential Insurance Company Of America | Simi Valley | CA | 11/2016 | 12/2017 |
| Prudential Investment Management Services Llc | Simi Valley | CA | 11/2016 | 12/2017 |
| Voya Financial Partners, Llc | Eagle | ID | 01/2018 | 05/2020 |
| Empower Financial Services, Inc | Eagle | ID | 06/2020 | 04/2023 |
| Freedom Fiduciaries Llc | Boise | ID | 04/2023 | Present |
| Viserly Llc | Boise | ID | 04/2025 | Present |
1) Freedom Youth Foundation; Eagle, ID; FYF is a 501(c)(3) non-profit that provides foster youth programs including sports clinics, financial literacy and mentorship. The organization is 100% volunteer based so no one is paid for their time; CEO; CHAIRMAN; 11/01/2011; 4-6HRS/MO 2) independent insurance agent; Boise, ID; investment related; 04/2023; sales of insurance products; 1 hr/mo 3) referral real estate agent; Eagle, ID; investment related 06/2021; refer clients to active agents; 1 hr/mo 4) Self / Rental Property Owner; Eagle, ID, not investment related; 10/2020; rental homes; 1 hr/mo 5) Viserly LLC; CEO; Boise, ID, not investment related; 01/2025; software company; 10 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-08 |
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