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2677 E 17Th Street, Suite 100, Ammon, ID 83406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-04-19 |
| ID | RA | APPROVED | 2021-01-20 |
Branch Locations
2677 E 17Th Street, Suite 100, Ammon, ID 83406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aptive Environmental | Provo | UT | 04/2016 | 08/2017 |
| Mountain America Credit Union | Rexburg | ID | 01/2018 | 01/2021 |
| 3 Peaks Financial Advisors, Llc | Ammon | ID | 01/2021 | Present |
| N/A | N/A | UT | 08/2017 | 12/2017 |
Resident Producer; Resident Producer of Accident & Health or Sickness, Life Insurance; Investment Related: Yes; Location: 2677 E 17th St Ste 100, Ammon, ID, 83406; Description of the business: Offer insurance products and policies through LPL affiliated insurance companies such as: Life insurance, Long-Term Care Insurance, Disability Insurance, Fixed Annuity, and Medicare Supplement plan; Responsibilities Duties: -Educating on types of insurance policies: assisting clients with application and onboarding and answering ongoing questions from client; Start date with business: 2021-05-17; Hours devoted to business during trading hours: 5; Hours devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 5;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-06 |
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