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251 E. Front Street Suite 202, Boise, ID 83702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-11-12 |
Branch Locations
251 E. Front Street Suite 202, Boise, ID 83702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boise | ID | 02/2016 | 01/2020 |
| Bank Of America, N.A. | Boise | ID | 04/2016 | 11/2024 |
| Securities America, Inc. | Boise | ID | 01/2020 | 06/2024 |
| Arbor Point Advisors | Boise | ID | 01/2020 | 11/2024 |
| Osaic Wealth, Inc. | Boise | ID | 06/2024 | 11/2024 |
| Echelon Group | Boise | ID | 01/2021 | Present |
| The Leaders Group Inc | Summit | NJ | 04/2025 | Present |
1.) ECHELON GROUP - 1/1/2021 - 405 W Myrtle Street, Suite 100, Boise, ID 83702 - Financial Advisor, Sales, Invt Rel/IAR, Insurance business/RA business, 160 hrs/mo; 160 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-01 |
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