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2400 E. 25Th Street, Idaho Falls, ID 83404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-15 |
| ID | RA | APPROVED | 2006-10-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parry, Roe & Company | Idaho Falls | ID | 01/1991 | Present |
| Onyx Financial Advisors, Llc | Idaho Falls | ID | 02/2005 | Present |
| Onyx Financial Consulting, Llc | Idaho Falls | ID | 01/2007 | Present |
| Td Financial Inc. | Idaho Falls | ID | 01/2007 | Present |
PARRY ROE & COMPANY PLLC; NOT INVESTMENT RELATED; 2400 EAST 25TH STREET, IDAHO FALLS, ID 83404; CPA FIRM; PARTNER & CPA SINCE 01/1991; OVER 150 HOURS/ MONTH DEVOTED TO THIS BUSINESS, INCLUDES SECURITIES TRADING HOURS; DUTIES INCLUDE MANAGEMENT AND CPA FUNCTIONS. ONYX FINANCIAL CONSULTING LLC; NOT INVESTMENT RELATED; 2400 EAST 25TH STREET, IDAHO FALLS, ID 83404; MANAGER SINCE 01/2007; < 20 HOURS/MONTH ON AVERAGE DEVOTED TO THIS BUSINESS, INCLUDES SECURITIES TRADING HOURS; DUTIES INCLUDE ALL ASPECTS OF THIS BUSINESS INCLUDING CONSULTING SERVICES, MANAGEMENT, AND ACCOUNTING. TD FINANCIAL INC.; NOT INVESTMENT RELATED; 2400 EAST 25TH STREET, IDAHO FALLS, ID 83404; PRESIDENT AND 51% OWNER SINCE 01/2007; < 10 HOURS/MONTH ON AVERAGE DEVOTED TO THIS BUSINESS, INCLUDES SECURITIES TRADING HOURS; DUTIES INCLUDE ALL ASPECTS OF THIS BUSINESS INCLUDING CONSULTING SERVICES, MANAGEMENT, AND ACCOUNTING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-30 |
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