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3456 E. 17Th St. Suite 260, Ammon, ID 83406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-05-10 |
| TX | RA | APPROVED_RES | 2023-04-14 |
| WY | RA | APPROVED | 2023-04-11 |
| UT | RA | APPROVED | 2018-06-06 |
| ID | RA | APPROVED | 2013-03-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Preferred Retirement Options | Idaho Falls | ID | 09/2012 | 01/2020 |
| Self Employed Life And Health Insurance | Idaho Falls | ID | 11/2014 | Present |
| East Idaho Flag Football League Llc | Idaho Falls | ID | 09/2015 | Present |
| Preferred Retirement Options Inc. | Ammon | ID | 01/2020 | Present |
Self Employed as an Insurance agent. This business is investment related. Address is 1153 Richland Dr., Idaho Falls, ID 83401. I sell life and health insurance. I am the owner. I started this business in November of 2014. I devote 30 hours a month to this business, all during securities trading hours. My duties involve selling life and health insurance policies to clients. Partner at East Idaho Flag Football League. This business is not investment related. Address is 1153 Richland Dr., Idaho Falls, ID 83401. It is a flag football sports league. This business started in September 2015. I devote 8 hours a month to this business, none of which is during securities trading hours. I manage the league and players.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-01 |
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