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121 N 9Th Street Suite 400, Boise, ID 83702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-02-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dimensional Fund Advisors | Austin | TX | 01/2019 | 12/2022 |
| Ernst & Young | Boston | MA | 01/2018 | 01/2019 |
| The University Of Texas At Austin | Austin | TX | 09/2016 | 05/2017 |
| Unemployed - Student | Salisbury | MD | 05/2017 | 01/2018 |
| Student - Unemployed | Salisbury | MD | 05/2016 | 09/2016 |
| Perspective Wealth Partners, Llc | Boise | ID | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-24 |
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