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Boise, ID • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-12-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Twisted Ewe Llc | Boise | ID | 04/2010 | 09/2024 |
| Pinnacle Portfolio Advisors | Boise | ID | 10/2024 | Present |
S-Sixteen LLC; it is investment related; 1099 W Front Street, Boise, ID, 83702; primarily real estate investments, there is a investment portfolio that is a very small portion of the business; I am on the board and serve as the finance chair; I have been a member of the company since it's inception (10/1991); It is a family owned LLC and I am a family member; I spend may be 15 hours per quarter on my responsibilities as a board member; I am responsible for reporting to the board members our quarterly financial status and we as annually to the members of the partnership
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-11 |
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