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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-26 |
| ID | RA | APPROVED | 2025-05-05 |
Branch Locations
101 S Capitol Blvd Ste 1210 [Wj/Wb/Wl/Ws-Rbo], Boise, ID 83702 • United States
900 Pier View Dr Stes 200 & 202, Idaho Falls, ID 83402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Downeast Basics | Idaho Falls | ID | 07/2015 | 01/2017 |
| Brigham Young University - Idaho | Rexburg | ID | 02/2016 | 12/2019 |
| Captioncall | Idaho Falls | ID | 12/2019 | 01/2021 |
| Valic Financial Advisors, Inc. | Portland | OR | 11/2020 | 04/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Idaho Falls | ID | 09/2021 | 05/2025 |
| Unemployed | Blackfoot | ID | 04/2021 | 09/2021 |
| Wells Fargo Clearing Services, Llc | Boise | ID | 05/2025 | Present |
EVERYTHING BY DESIGN ; NOT INV RELATED; BLACKFOOT,ID; CRAFT RELATED BUSINESS;100% OWNERSHIP;SOLE PROPRIETORSHIP; START DATE: 04/14/2021; 1 HRS PER MONTH; 0 HRS DURING TRADING;I WILL NOT BE RUNNING THE BUSINESS ANYMORE.| ELOISE M RAUMA FOUNDATION, INC.; INV RELATED; IDAHO FALLS, ID; SUPPORT PREMATURE FAMILIES; TREASURER; START DATE: 09/26/2024; 1 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-12 |
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