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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-11 |
| ID | RA | APPROVED | 2025-07-15 |
Branch Locations
3550 West State St, Boise, ID 83703 • United States
2423 Apple Street, Boise, ID 83706 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | Bellevue | WA | 07/2019 | 07/2019 |
| Orkin Pest Control | Fife | WA | 05/2018 | 11/2019 |
| Bj's Bingo | Fife | WA | 02/2018 | 05/2018 |
| Perx Pest | Boise | ID | 09/2015 | 12/2017 |
| Equitable Advisors, Llc | Bellevue | WA | 07/2019 | 05/2021 |
| J.P. Morgan Securities Llc | Boise | ID | 11/2021 | Present |
| Jpmorgan Chase Bank, N.A. | Boise | ID | 11/2021 | Present |
| Ernest Packaging Solutions | Boise | ID | 07/2021 | 10/2021 |
| Equitable | Bellevue | WA | 07/2019 | 05/2021 |
| Unemployed | Gig Harbor | WA | 01/2018 | 01/2018 |
| Unemployed | Meridian | ID | 06/2021 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-16 |
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