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101 S Capitol Blvd Suite 610, Boise, ID 83702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-07 |
| ID | RA | APPROVED | 2021-06-08 |
Branch Locations
101 S Capitol Blvd Suite 610, Boise, ID 83702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Emerson Equity Llc | San Mateo | CA | 06/2016 | 06/2017 |
| Megatel Capital Investment | Farmers Branch | TX | 06/2016 | 06/2017 |
| Waypoint Direct Investments, Llc | Stamford | CT | 10/2017 | 11/2019 |
| Unemployed | Star | ID | 07/2017 | 09/2017 |
| Legacy Wealth Management, Llc | Boise | ID | 01/2020 | 05/2021 |
| Aspen Capital Management | Boise | ID | 05/2021 | Present |
TNT Enterprises, LLC - Established December 2019 with the purpose of real estate management. Zero hours spent on this during work hours. Minimal time spent off hours. Mainly managed by her husband.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-16 |
| S66 | Uniform Combined State Law Examination | 2020-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-10 |
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