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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-04-07 |
Branch Locations
1111 S Silverstone Way - 1St Floor, Meridiam, ID 83642 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iccu | Meridian | ID | 10/2025 | Present |
| Sand Creek Capital | Rexburg | ID | 01/2025 | 07/2025 |
| Madison Health | Rexburg | ID | 04/2024 | 10/2024 |
| H&R Block | Rexburg | ID | 01/2024 | 04/2024 |
| The Occasions Group | Rexburg | ID | 10/2023 | 12/2023 |
| Walmart | Nampa | ID | 05/2023 | 09/2023 |
| Walmart | Harrisonburg | VA | 05/2022 | 09/2022 |
| El Charro | Bridgewater | VA | 06/2021 | 09/2021 |
| Mcdonald's | Bridgewater | VA | 04/2020 | 10/2020 |
| Brigham Young University - Idaho | Rexburg | ID | 09/2021 | 07/2025 |
| Osaic Institutions, Inc. | Meriden | CT | 04/2026 | Present |
| Unemployed | Bridgewater | VA | 01/2016 | 04/2020 |
| Unemployed | Kuna | ID | 08/2025 | 10/2025 |
| Student | Bridgewater | VA | 10/2020 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-20 |
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