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7500 Rialto Blvd, Bldg 1 Suite 250, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-01-13 |
Branch Locations
111 Shoshone St N #200, Twin Falls, ID 83301 • United States
7500 Rialto Blvd, Bldg 1 Suite 250, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Canyon Springs | Twin Falls | ID | 01/2015 | 11/2020 |
| Csi | Twin Falls | ID | 06/2016 | 05/2019 |
| Clear Creek Financial Management, Llc | Silverdale | WA | 12/2020 | 07/2022 |
| Skywest Airlines | Twin Falls | ID | 10/2015 | Present |
| Lpl Financial Llc | Twin Falls | ID | 08/2022 | 05/2024 |
| Iron Oak Accounting Llc | Twin Falls | ID | 06/2025 | Present |
| Forefront | Austin | TX | 01/2026 | Present |
| Briarwood Financial | Gig Harbor | WA | 05/2024 | 09/2025 |
1) Skywest Airlines- Outside/W-2 Employment/ Cross Utilized Agent- non-inv. related - Twin Falls, ID start date 10/2019 - 32 hrs/ month with appx 16 hours during sec hours. 2) Iron Oak Accounting LLC; Not investment related; 111 Shoshone Street N #200, Twin Falls, ID; Accounting, tax, bookkeeping; Co-Owner and Director of Client Success; 06/2025; 20 hrs a week total with 10 of those hours during security hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-09-09 |
| S65 | Uniform Investment Adviser Law Examination | 2020-12-19 |
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