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11711 N. College Ave Suite 200, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-11-26 |
Branch Locations
671 East River Park Lane Suite 120, Boise, ID 83706 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Four Winds Holdings | Smyrna | TN | 01/2016 | 12/2025 |
| Succentrix Business Advisors Llc | Boise | ID | 02/2020 | Present |
| Eagle Forest Products | Eagle | ID | 12/2025 | Present |
Succentrix Business Advisors LLC - 671 East River Park Lane, #120 Boise, ID 83706 Accounting and Tax, not investment related, owner of office. 20 hours a week. Four Winds Holdings - 251 Mayfield Dr, Smyrna, TN 37167, controller, not financial related, 40 hours a week
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-22 |
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