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3715 E. Overland Road Ste 205, Meridian, ID 83642 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-05-27 |
Branch Locations
3715 E. Overland Road Ste 205, Meridian, ID 83642 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Boise | ID | 05/2009 | 01/2020 |
| Treasure Valley Financial Planning | Meridian | ID | 04/2026 | Present |
| Clear Creek Financial Management, Llc Dba Tvfp | Silverdale | WA | 01/2020 | 08/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-06 |
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