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873 E. State Street, Eagle, ID 83616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2023-04-06 |
Branch Locations
873 E. State Street, Eagle, ID 83616 • United States
1913 N. Walton Blvd. Suite 1, Bentonville, AR 72712 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 09/2020 | 01/2023 |
| Stratesis Technologies, Llc | Highland | UT | 08/2019 | 12/2019 |
| Brigham Young University - Idaho | Rexburg | ID | 04/2020 | 07/2020 |
| Brigham Young University - Idaho | Rexburg | ID | 04/2019 | 07/2019 |
| Bander Investments | Idaho Falls | ID | 04/2019 | 07/2019 |
| Revunit, Llc | Bentonville | AR | 04/2018 | 12/2018 |
| Brigham Young University - Idaho | Rexburg | ID | 04/2017 | 04/2018 |
| Brigham Young University - Idaho | Rexburg | ID | 08/2018 | 07/2020 |
| Unemployed | Bentonville | AR | 03/2015 | 03/2017 |
| Continuum Advisory, Llc | Eagle | ID | 03/2023 | Present |
| American Financial Management | Bentonville | AR | 03/2023 | Present |
| Triad Advisors | Norcross | GA | 08/2023 | 08/2024 |
| Osaic Wealth, Inc. | Bentonville | AR | 08/2024 | 08/2025 |
1) American Financial Management; investment related; 1913 N Walton Blvd, Suite 1, Bentonville, AR 72712; LLC;i nvestment advisor representative; 3/1/2023; 160 hrs/month; 130 hrs during trading; office support, running reports, investment research, and client paperwork
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-21 |
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