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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-03-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Twin Falls | ID | 04/2015 | 10/2016 |
| Various Insurance Carriers For W & R Insurance Agencies | Pocatello | ID | 05/2015 | 03/2019 |
| A.R. Edge Llc | Pocatello | ID | 06/2016 | Present |
| Portneuf Valley Networking | Pocatello | ID | 09/2016 | 03/2019 |
| Cetera Advisors Llc | Denver | CO | 03/2019 | Present |
| Jp & Associates Llc | Pocatello | ID | 11/2018 | 05/2022 |
| Idaho State University | Pocatello | ID | 01/2018 | Present |
| Pocatello/Chubbuck Chamber Of Commerce | Pocatello | ID | 01/2019 | Present |
| Gate City Soccer | Pocatello | ID | 08/2017 | Present |
| Naifa Idaho | Meridian | ID | 01/2019 | 09/2021 |
| Jp & Associates Llc, Dba Jpa Insurance | Pocatello | ID | 05/2022 | Present |
| Jp & Associates Llc, Dba Jpa Wealth Advisors | Pocatello | ID | 05/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
(1) NAME OF OTHER BUSINESS: JP & ASSOCIATES LLC, DBA JPA WEALTH ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 05/2022; POSITION/TITLE/RELATIONSHIP: PART OWNER; APX # OF HRS PER WEEK: 40; APX # OF HRS DURING TRADING HRS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; (2)NAME OF OTHER BUSINESS: IDAHO STATE UNIVERSITY; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DANCE INSTRUCTION; POSITION/TITLE/RELATIONSHIP: DANCE INSTRUCTION ASSISTANT; START DATE: 01/2018; APX # OF HRS PER WEEK: 2; APX # OF HRS DURING TRADING HRS: NONE; BRIEF DESCRIPTION OF DUTIES: ASSIST WIFE IN INSTRUCTING COUPLES WITH COUNTRY SWING AND 2 STEP. (3)NAME OF OTHER BUSINESS: POCATELLO / CHUBBUCK CHAMBER OF COMM; INVESTMENT RELATED: NO; ADDRESS: 324 S MAIN ST, POCATELLO, ID 83204; NATURE OF BUSINESS: CHAMBER OF COMMERCE; START DATE: 01/2019; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX # OF HRS PER WEEK: 1; APX # OF HRS DURING TRADING HRS: 1; BRIEF DESCRIPTION OF DUTIES: DISCUSS, DEBATE AND ADOPT POLICIES TO PROMOTE AND FOSTER A FAVORABLE BUSINESS CLIMATE; (4)NAME OF OTHER BUSINESS: A.R. EDGE LLC; INVESTMENT RELATED: NO; ADDRESS: 665 WARREN AVE, POCATELLO, ID 83201; NATURE OF BUSINESS: PASS THROUGH ENTITY FOR TAX PURPOSES; START DATE: 06/2016; POSITION/TITLE/RELATIONSHIP: OWNER; APX # OF HRS PER WEEK: NONE; APX # OF HRS DURING TRADING HRS: NONE; BRIEF DESCRIPTION OF DUTIES: NONE, PASS THROUGH ENTITY FOR TAX PURPOSES; (5) NAME OF OTHER BUSINESS: GATE CITY SOCCER; INVESTMENT RELATED: NO; ADDRESS: 181 JEFFERSON AVE, POCATELLO, ID 83201; NATURE OF BUSINESS: SOCCER COACH; START DATE: 08/2017; POSITION/TITLE/RELATIONSHIP: COACH; APX # OF HRS PER WEEK: 2; APX # OF HRS DURING TRADING HRS: NONE; BRIEF DESCRIPTION OF DUTIES: TEACH, COACH YOUTH THE GAME OF SOCCER; (6) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 03/2019; APX # OF HRS PER WEEK: 4; APX # OF HRS DURING TRADING HRS: 4; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, LONG TERM CARE, LTD, VISION AND DENTAL; (7) NAME OF OTHER BUSINESS: JPA CREDIT CONSULTANTS ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: CREDIT REPAIR ; START DATE: 05/2020; POSITION/TITLE/RELATIONSHIP: OWNER / CREDIT CONSULTANT ; APX # OF HRS PER WEEK: 4 ; APX # OF HRS DURING TRADING HRS: 4 ; BRIEF DESCRIPTION OF DUTIES: ADVISE CLIENTS ON METHODS TO IMPROVE CREDIT SCORE ; (8) NAME OF OTHER BUSINESS: BOUY BASH EVENTS INC.; INVESTMENT RELATED: NO; ADDRESS: 6123 GLENCREST AVE BOISE, ID 83714; NATURE OF BUSINESS: RACING EVENT; START DATE: 7/2021; POSITION/TITLE/RELATIONSHIP: DIRECTOR/BOARD MEMBER; APX # OF HRS PER WEEK: 2-3; APX # OF RS DURING TRADING HRS: 2-3; BRIEF DESCRIPTION OF DUTIES: HELP ORGANIZE RACES, SPONSOSPONSORS, VENDORS, RACERS, COLLECT FEES; (9) NAME OF OTHER BUSINESS: JP & ASSOCIATES LLC, DBA JPA INSURANCE, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 05/2022, POSITION/TITLE/RELATIONSHIP: PART OWNER, APX NUMBER OF HOURS PER WEEK: 10, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: DBA FOR INSURANCE SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-25 |
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