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Current Employers
Intermountain Wealth Management, Inc.

101 Park Avenue Suite 204, Idaho Falls, ID 83402 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-05-31
MT RA APPROVED 2023-04-21
ID RA APPROVED 2023-04-13
TX RA APPROVED 2023-04-13
UT RA APPROVED 2023-04-13
  • AZ RA
    APPROVED
    Since 2023-05-31
  • MT RA
    APPROVED
    Since 2023-04-21
  • ID RA
    APPROVED
    Since 2023-04-13
  • TX RA
    APPROVED
    Since 2023-04-13
  • UT RA
    APPROVED
    Since 2023-04-13

Branch Locations

101 Park Avenue Suite 204, Idaho Falls, ID 83402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 04/2020 11/2021
Brigham Young University - Idaho Rexburg ID 01/2012 04/2020
Preventive Pest Control Nashville TN 05/2018 08/2019
Fox Marketing Logan UT 05/2019 08/2019
Unemployed Rexburg ID 09/2019 12/2019
Blixt And Co St Anthony ID 08/2018 08/2018
Spinnkaer Financial Idaho Falls ID 09/2018 12/2018
Decision Point Financial Mesa AZ 01/2020 03/2020
Beatty Marketing Rexburg ID 04/2018 07/2018
Murray Pest Control Rexburg ID 04/2012 09/2016
Decision Point Mesa AZ 01/2020 03/2020
Lawrence Financial Planning, Llc Tampa FL 11/2021 Present
  • 04/2020 → 11/2021
    Chandler, AZ
  • 01/2012 → 04/2020
    Brigham Young University - Idaho
    Rexburg, ID
  • 05/2018 → 08/2019
    Preventive Pest Control
    Nashville, TN
  • 05/2019 → 08/2019
    Fox Marketing
    Logan, UT
  • 09/2019 → 12/2019
    Unemployed
    Rexburg, ID
  • 08/2018 → 08/2018
    Blixt And Co
    St Anthony, ID
  • 09/2018 → 12/2018
    Spinnkaer Financial
    Idaho Falls, ID
  • 01/2020 → 03/2020
    Decision Point Financial
    Mesa, AZ
  • 04/2018 → 07/2018
    Beatty Marketing
    Rexburg, ID
  • 04/2012 → 09/2016
    Murray Pest Control
    Rexburg, ID
  • 01/2020 → 03/2020
    Decision Point
    Mesa, AZ
  • 11/2021 → Present
    Lawrence Financial Planning, Llc
    Tampa, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-23
  • S66 Uniform Combined State Law Examination
    2021-02-23
Other Names
  • Jackson Murray
  • Jack Murray

View on SEC IAPD

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