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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-01-30 |
Branch Locations
1025 Bridgeway Pl Suite 200, Eagle, ID 83616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Safeway | Rocklin | CA | 07/2015 | 06/2017 |
| Boise State University | Boise | ID | 03/2019 | 01/2020 |
| Unemployed | Boise | ID | 06/2017 | 03/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2020 | 10/2021 |
| Northwestern Mutual Investment Services Llc | Boise | ID | 10/2021 | 01/2022 |
| Kody Williams | Boise | ID | 10/2021 | 01/2022 |
| Colin Haueter | Boise | ID | 11/2021 | 01/2022 |
| Bridgeway Wealth Services Llc | Eagle | ID | 01/2022 | Present |
| Raymond James Financial Services, Inc | Eagle | ID | 03/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Eagle | ID | 03/2022 | Present |
(1)Name of Business: Bridgeway Wealth Services Address: 1025 S Bridgeway Pl Ste 200, Eagle, ID, 83616-6825, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-27 |
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