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Melinda Dawn Tuia

Jordan Wealth Management

Pocatello, ID

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Current Employers
Jordan Wealth Management

109 North Arthur, Suite 400, Pocatello, ID 83204 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2018-06-27
  • ID RA
    APPROVED
    Since 2018-06-27

Branch Locations

109 North Arthur, Suite 400, Pocatello, ID 83204 • 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
Jordan & Company Chartered Pocatello ID 09/2015 Present
Melinda Tuia-Sole Proprietor Pocatello ID 11/2011 12/2017
  • 09/2015 → Present
    Jordan & Company Chartered
    Pocatello, ID
  • 11/2011 → 12/2017
    Melinda Tuia-Sole Proprietor
    Pocatello, ID
Other Businesses

Jordan & Company is an accounting firm for which I am now a partner. The business is not investment-related It is located at 109 N. Arthur, Ste. 400, Pocatello, ID 83204 The nature of the business is an accounting firm. I am a CPA and a partner. I became a partner on Jan 1, 2021 I devote at least 160 hours a month to the accounting firm and I devote at least 140 hours a month to the accounting firm during security trading hours. I am a CPA who prepares tax returns, financial statements, and most duties relating to accounting.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-30
  • S65 Uniform Investment Adviser Law Examination
    2018-01-30
Other Names
  • Melinda Dawn Simms Tuia
  • Melinda Dawn Simms Tuia

View on SEC IAPD

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