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1028 S. Bridgeway Place Suite 200, Eagle, ID 83616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-04-20 |
Branch Locations
1028 S. Bridgeway Place Suite 200, Eagle, ID 83616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Treasure Valley Financial Planning | Boise | ID | 01/2018 | 11/2022 |
| The Helmstar Group, Llc | Boise | ID | 11/2022 | 10/2024 |
| Fuhriman & Belnap Llc | Boise | ID | 01/2016 | 12/2017 |
| Clear Creek Financial Management, Llc | Meridian | ID | 12/2019 | 11/2022 |
| State Of Idaho - Persi | Boise | ID | 11/2024 | 05/2025 |
| Unemployed | Boise | ID | 05/2025 | 03/2026 |
| Rw Investment Management Llc | Eagle | ID | 04/2026 | Present |
1) BOBS COLLECTIBLES, NOT INVESTMENT-RELATED, 749 E. PARK BLVD. APT. 332, BOISE, ID 83712, TRADING CARD SALES VIA EBAY, SOLE PROPRIETORSHIP, START-12/01/21. OWNER, 1% OF TIME SPENT ON THIS ACTIVITY PER MONTH. LIST CARDS ON E-BAY, SHIP TO PURCHASE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-22 |
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