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1410 W Washington St, Boise, ID 83702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-06-20 |
| TX | RA | APPROVED | 2024-06-20 |
| CA | RA | APPROVED | 2024-03-01 |
| ID | RA | APPROVED | 2021-07-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp | Boise | ID | 01/2013 | 05/2021 |
| Figure 8 Investment Strategies Llc | Boise | ID | 05/2021 | Present |
1. ACLU of Idaho; non-investment related; same address; finance committee; committee member; since 07/2016; approximately 2 hours per month; making recommendations to the board on accounting investment related matters. 2. Idaho Law Foundation; non-investment related; same address; audit committee; treasurer; since 03/2017; approximately 6 hours per month; oversight of financials for the audit / investment committee. 3. Boise Public Schools Foundation; non-investment related; same address; executive committee; member of executive committee and head of finance committee; since 06/2015; approximately 5-10 hours per month; overseeing financial reporting including the annual audit process and monitoring the advisor of the organization's invested assets.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-30 |
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