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David Dickson Gorham

Liftoff Financial Planning

Pocatello, ID

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Current Employers
Liftoff Financial Planning

Pocatello, ID • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2018-12-20
  • ID RA
    APPROVED
    Since 2018-12-20

Branch Locations

Pocatello, ID • 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
Tri-Merit Pocatello ID 08/2011 03/2018
Apex Advisors Us Pocatello ID 03/2018 10/2018
Liftoff Financial Planning Pocatello ID 07/2018 Present
  • 08/2011 → 03/2018
    Tri-Merit
    Pocatello, ID
  • 03/2018 → 10/2018
    Apex Advisors Us
    Pocatello, ID
  • 07/2018 → Present
    Pocatello, ID
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-18
  • S65 Uniform Investment Adviser Law Examination
    2018-09-18

View on SEC IAPD

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