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3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-05-27 |
Branch Locations
3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Security Technical Institute | Tappan | NY | 05/2007 | 12/2022 |
| Primerica Financial Services | Springfield | MO | 11/2011 | 05/2025 |
| Pfs Investments Inc | Temecula | CA | 06/2012 | 12/2017 |
| Choteau High School | Choteau | MT | 11/2017 | 05/2018 |
| Pfs Investments Inc. | Springfield | MO | 02/2020 | 05/2025 |
| Heart Butte High School | Heart Butte | MT | 08/2018 | 06/2021 |
| H&R Block | Laurel | MT | 09/2021 | 04/2022 |
| H.S. Bald Enterprises | Canyon Lake | CA | 10/2014 | 05/2017 |
| Jackson Hewitt | Billings | MT | 12/2022 | 01/2023 |
| Billings Public Schools | Billings | MT | 10/2022 | 06/2024 |
| Intuit | Mountain View | CA | 01/2024 | 03/2024 |
| Jackson Hewitt | Springfield | MO | 11/2024 | 03/2025 |
| Primerica Advisors | Springfield | MO | 06/2022 | 05/2025 |
| Done-Right Tax Services, Llc | Buffalo | MO | 11/2024 | 12/2025 |
| Inspire Advisors, Llc | Buffalo | MO | 05/2025 | Present |
| Intuit Turbotax | Buffalo | MO | 01/2026 | Present |
1) Tax Preparation & Consultation; Independent Contractor with various Tax Service companies.; Tax Preparation; Not investment related, Buffalo, MO 65622, 40 hours committed per week & during trading hours annually between January and Mid-April ; Individual tax preparation 2) 11/2013 Author/Writer; Technical Writer - Locks, locksmithing, security; Not investment related, Buffalo, MO 65622, 1 hours committed per month & during trading hours; Duties: writing technical publications 3) 7/2025 Independent Licensed insurance Agent; Investment Related; Buffalo, MO; life insurance (whole, term, variable, universal) 4) 10/2025 Health Trust Financial; Non Insurance Healthcare Company; Independent Representative - Health Care Sharing Ministry Plans; Non Investment Related; 2000 Berryhill Rd, Montgomery, AL; 20 Hours/Month; 5 Hours During trading hours; Offering health care sharing ministry-based health plans to the general public.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-30 |
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