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165 Culver Rd Suite 100, Rochester, NY 14620 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2021-09-27 |
Branch Locations
910 Main Street Suite 350, Boise, ID 83702 • United States
165 Culver Rd Suite 100, Rochester, NY 14620 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Boise | ID | 02/2015 | 11/2018 |
| Tiaa-Cref Individual & Institutional Services, Llc | Boise | ID | 12/2018 | 07/2021 |
| Howe And Rusling, Inc. | Boise | ID | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-18 |
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