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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-11-14 |
Branch Locations
1111 S Silverstone Way - 1St Floor, Meridiam, ID 83642 • United States
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-11-07 |
Branch Locations
1111 S Silverstone Way Suite 120, Meridian, ID 83642 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2016 | 05/2017 |
| The O.N. Equity Sales Company | Cincinnati | OH | 05/2017 | 09/2017 |
| Ohio National Financial Services | Cincinnati | OH | 04/2017 | 09/2017 |
| Kms Financial Services, Inc. | Seattle | WA | 09/2019 | 05/2020 |
| Idaho Central Credit Union | Poctello | ID | 09/2017 | 01/2021 |
| Ameriprise Financial Services, Llc | Boise | ID | 07/2020 | 03/2024 |
| Securities America, Inc. | Meridian | ID | 03/2024 | 06/2024 |
| Pfg Advisors | Meridian | ID | 03/2024 | 11/2025 |
| Osaic Wealth, Inc. | Meridian | ID | 06/2024 | 11/2025 |
| Osaic Institutions, Inc. | Meriden | CT | 11/2025 | Present |
| Osaic Advisory Services, Llc | Meridian | ID | 11/2025 | Present |
1.) ***DBA - Idaho Central Wealth Management ***IDAHO CENTRAL CREDIT UNION POSITION: Financial Advisor NATURE: Financial Institution / Credit Union INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/18/2017 ADDRESS: 4400 Central Way, Chubbuck ID 83202 DESCRIPTION: Affiliated financial institution
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-26 |
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