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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-08-12 |
| ID | RA | APPROVED | 2022-08-25 |
| TX | RA | APPROVED | 2022-08-25 |
Branch Locations
3729 Woodking Dr Ste 1, Idaho Falls, ID 83404-4720 • United States
100 2Nd Ave S Ste 140, Edmonds, WA 98020 • United States
Shelley, ID • United States
116 E Fir St Ste B, Mount Vernon, WA 98273 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| East Idaho Credit Union | Idaho Falls | ID | 05/2014 | 08/2022 |
| Lpl Financial, Llc | Idaho Falls | ID | 05/2015 | 08/2022 |
| Ameriprise Financial Services, Llc | Idaho Falls | ID | 08/2022 | Present |
Independent Insurance Brokering; Western United Life Assurance/Manhattan Life; 10/01/2022; Fixed Annuity. Outside Employment; Bright Star Financial Advisors; Financial Advisor; Manage advisory business; 900 Pier View Drive, Suite 204, , Idaho Falls, ID, 83402; Investment-Related; 08/25/2022; 40 to 59 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-01 |
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