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3597 E Monarch Sky Ln Suite 240, Meridian, ID 83646 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-11-13 |
Branch Locations
3597 E Monarch Sky Ln Suite 240, Meridian, ID 83646 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Homedale | ID | 04/2020 | 09/2025 |
| Nederend Farms | Marsing | ID | 02/2017 | 05/2019 |
| College Of Western Idaho | Nampa | ID | 08/2019 | 04/2020 |
| Parker Advisors | Homedale | ID | 07/2019 | 11/2025 |
| Avantax Advisory Services | Homedale | ID | 09/2022 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services. | Homedale | ID | 07/2024 | 09/2025 |
| Cetera Wealth Services, Llc | Homedale | ID | 09/2025 | 11/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | 11/2025 |
| Homedale High School | Homedale | ID | 08/2015 | 05/2019 |
| Boise State University | Boise | ID | 08/2021 | 12/2023 |
| Garcia Financial Planning Llc | Homedale | ID | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-30 |
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