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1000 Riverwalk Drive Suite 100, Idaho Falls, ID 83402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-02-25 |
Branch Locations
1000 Riverwalk Drive Suite 100, Idaho Falls, ID 83402 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allegis Advisor Group | Idaho Falls | ID | 10/2010 | 11/2017 |
| Fall River Financial | Idaho Falls | ID | 11/2017 | 09/2021 |
| Cooper Norman Wealth | Idaho Falls | ID | 02/2026 | Present |
| Idaho Central Credit Union | Idaho Falls | ID | 09/2021 | 02/2026 |
Name of other business: N2 Investments LLP; Is business Investment related: No; Address of other business: Idaho Falls, ID; Nature of other business: Real Estate investing; Your position: Partner; Approx. # of hours /month devote to other business: 5; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: Identify, analyze, purchase and/or sell real estate.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-04 |
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