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251 E. Front Street Suite 202, Boise, ID 83702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-02-18 |
Branch Locations
251 E. Front Street Suite 202, Boise, ID 83702 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Meridian | ID | 08/2019 | 12/2022 |
| Mml Investors Services, Llc | Meridian | ID | 05/2021 | 12/2022 |
| Idaho Pacific Lumber | Meridian | ID | 06/2018 | 02/2019 |
| Self Employed | Boise | ID | 02/2019 | 09/2019 |
| Fagen Trees And Chips | Bend | OR | 06/2008 | 02/2019 |
| Mml Investors Services, Llc | Meridian | ID | 10/2019 | 10/2020 |
| Woodbury Financial Services Inc | Boise | ID | 01/2023 | 01/2024 |
| Osaic Wealth, Inc. | Boise | ID | 01/2024 | 02/2026 |
| Echelon Group | Boise | ID | 02/2026 | Present |
| Simplicity Investments | Summit | NJ | 03/2026 | Present |
1.) ECHELON - 2/17/26 - 405 W Myrtle Street, Suite 100, Boise, ID 83702 - IAR, Advisory Services, Invt Rel, RA business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) ATM BUSINESS - 7/1/25 - 10364 W Jewell Street - Silent Investor, No duties, just a silent investor, Not Invt Rel, Bought ATMs with a friend and have them at a few businesses, 0 hrs/mo; 0 hrs/mo (during trading hours). 3.) FAGEN FAMILY REAL ESTATE - 10/1/2021 - 10364 W Jewell St, Boise, ID 83704 - Managing properties, not Invt Rel, buying, renting and selling real estate, 0 hrs/mo; 0 hrs/mo (during trading time). 4.) High School Coach - 3/1/2019 - Mountain View High School, Meridian, ID, coaching, not Invt Rel, 60 hrs/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-28 |
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