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Inactive

Rebekah Adams

Perspective Wealth Partners, LLC

Boise, ID

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Current Employers
Perspective Wealth Partners, Llc

121 N 9Th Street Suite 400, Boise, ID 83702 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2022-07-28
  • ID RA
    APPROVED
    Since 2022-07-28

Branch Locations

121 N 9Th Street Suite 400, Boise, ID 83702 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Corban University Salem OR 08/2016 05/2017
Potbelly Sandwich Shop Hillsboro OR 05/2017 08/2017
Corban University Salem OR 08/2017 05/2018
Sonrise Church Hillsboro OR 05/2018 08/2018
Corban University Salem OR 08/2018 12/2018
Aldrich Cpas & Advisors Salem OR 01/2019 04/2019
Johnson, Glaze & Co., Pc Salem OR 05/2019 07/2022
Jgc Wealth Management Llc Salem OR 05/2019 07/2022
Perspective Wealth Partners, Llc Salem OR 07/2022 Present
  • 08/2016 → 05/2017
    Corban University
    Salem, OR
  • 05/2017 → 08/2017
    Potbelly Sandwich Shop
    Hillsboro, OR
  • 08/2017 → 05/2018
    Corban University
    Salem, OR
  • 05/2018 → 08/2018
    Sonrise Church
    Hillsboro, OR
  • 08/2018 → 12/2018
    Corban University
    Salem, OR
  • 01/2019 → 04/2019
    Aldrich Cpas & Advisors
    Salem, OR
  • 05/2019 → 07/2022
    Johnson, Glaze & Co., Pc
    Salem, OR
  • 05/2019 → 07/2022
    Jgc Wealth Management Llc
    Salem, OR
  • 07/2022 → Present
    Perspective Wealth Partners, Llc
    Salem, OR
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-18
  • S65 Uniform Investment Adviser Law Examination
    2021-11-18
Other Names
  • Becky Adams
  • Becky May
  • Rebekah May

View on SEC IAPD

Other Firms

INTEGRATED ADVISORS
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THE ASSET CONSULTING GROUP, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
ARRIEN INVESTMENTS, INC.
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
APOLLON WEALTH MANAGEMENT, LLC

Other Investors

TERRY GENE HERSHEY
RONALD GAMBASSI
ANDREW MELVIN BARTON
Joshua Levi Moffis
GARY LEE BARTON
KIMBERLY MICHELLE SHURTLEFF
Andressa Diana Warn
Daniel Hanlon Weeder

Other Offices

INTEGRATED ADVISORS · BOISE, ID
GEM STATE INVESTMENT ADVISORS · BOISE, ID
THE ASSET CONSULTING GROUP, INC · BOISE, ID
STATE FARM INVESTMENT MANAGEMENT CORP. · Boise, ID
ARRIEN INVESTMENTS, INC. · BOISE, ID
LPL FINANCIAL LLC · BOISE, ID
U.S. BANCORP ADVISORS, LLC · Boise, ID
APOLLON WEALTH MANAGEMENT, LLC · BOISE, ID

More in Boise, ID

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