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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-06-20 |
| TX | RA | APPROVED | 2022-05-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boise | ID | 12/2021 | Present |
| Anderson Zurmuehlen & Co P.C. | Helena | MT | 08/2017 | 04/2021 |
| Unemployed | Boise | ID | 05/2021 | 11/2021 |
| Carroll College | Helena | MT | 01/2016 | 05/2018 |
| Bank Of America, N.A. | Boise | ID | 02/2022 | Present |
I*: 2499276Entity Type: For ProfitName of OBA: C&C Realty LLCAddress: Boise, ID 83704Investment Related: NoPosition, Title, Association: General Partner/Managing MemberEmployee Start Date: 7/1/2025Number of Hours: 1 hr mthlyNumber of Hours during trading: 0 Duties: My husband and I will be renting out our home in Boise, Idaho. We created a single-member LLC (disregarded entity) titled C&C Realty LLC. We created a separate entity to segregate all rental income and expenses. I am the managing member and my husband is listed as a member. The LLC has it's own EIN. We have established a Bank of America account to track all activity. At this time, there is only one residential property that will be income producing by 7/1/25.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-22 |
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