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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-01 |
| ID | RA | APPROVED | 2025-02-20 |
Branch Locations
255 B Street Suite 207, Idaho Falls, ID 83402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed | Seattle | WA | 07/2015 | 03/2017 |
| (Dba) Time Value Investments | Idaho Falls | ID | 03/2017 | Present |
| Concourse Financial Group Securities Inc | Idaho Falls | ID | 04/2017 | 02/2025 |
| Cetera Wealth Services, Llc | Idaho Falls | ID | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
1) (dba) TIME VALUE INVESTMENTS,INC; Investment Related; 255 B Street, Suite 207, Idaho Falls, ID 83402; Institutional Bond Sales; Institutional Investments; Start Date 03/2017; 160 hours per month; Providing fixed income securities (primarily U.S. Government Agency Bonds, U.S. Treasuries, Certificates of Deposit, Municipal Bonds, Corporate Bonds) to public entities. 2) NAME OF OTHER BUSINESS: ALASKA GOVERNMENT FINANCE OFFICERS ASSOCIATION; INVESTMENT RELATED: NO ; ADDRESS: 800 CUSHMAN ST FAIRBANKS, AK 99701; NATURE OF BUSINESS: NON PROFIT; START DATE: 12/2021; POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 0.5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: LEAD THE BYLAWS COMMITTEE, REVIEW BYLAWS AND POLICIES TO ENSURE THEY REMAIN CLEAR, CONSISTENT, AND ALIGNED WITH ASSOCIATION'S MISSION, RECOMMENDS UPDATES OR AMENDMENTS TO THE BOARD AND MEMBERSHIP AS NEEDED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-10 |
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