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250 S 5Th St Ste 680, Boise, ID 83702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-03-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Echelon Group | Boise | ID | 09/2019 | 03/2026 |
| Kms Financial Services, Inc. | Seattle | WA | 09/2020 | 11/2020 |
| Flying Pie Pizzaria | Boise | ID | 04/2017 | 09/2019 |
| The Home Depot | Ontario | OR | 03/2016 | 09/2016 |
| Boise State University | Boise | ID | 08/2016 | 05/2020 |
| Arbor Point Advisors | Boise | ID | 11/2020 | 11/2024 |
| Securities America, Inc. | Boise | ID | 03/2021 | 06/2024 |
| Osaic Wealth, Inc. | Boise | ID | 06/2024 | 11/2024 |
| Unemployed | Boise | ID | 05/2020 | 09/2020 |
| The Leaders Group Inc | Summit | NJ | 04/2025 | 03/2026 |
| Freedom Fiduciaries Llc | Boise | ID | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-08 |
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