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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-09-09 |
Branch Locations
1151 E. Iron Eagle Drive Suite 200, Eagle, ID 83616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Sage Acres Ranch | Emmett | ID | 05/2000 | Present |
| Raymond James Financial Services, Inc. | Boise | ID | 01/2012 | 09/2025 |
| Raymond James Financial Services Advisors Inc. | Boise | ID | 01/2012 | 09/2025 |
| First Tech Credit Union | Eagle | ID | 05/2014 | 09/2025 |
| Addison Avenue Investment Services | Eagle | ID | 01/2012 | 09/2025 |
| Osaic Wealth | Eagle | ID | 09/2025 | Present |
1. MCCALL WINTER SPORTS CLUB POSITION: Board Member NATURE: Non profit local ski team and youth development organization. INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2020 ADDRESS: PO Box 38, McCall ID 83638, United States DESCRIPTION: Guide and Advise Executive and Program director. 2. BLUE SAGE ACRES RANCH POSITION: Owner NATURE: family ranch & farm INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 05/02/2000 ADDRESS: 3787 County Line Road, Emmett ID 83617, United States DESCRIPTION: Family ranch and farm that we operate. 3. FAMILY TREE FINANCIAL LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/09/2025 ADDRESS: 379 E Shore Drive, Suite 110, Eagle ID 83616, United States DESCRIPTION: insurance sales and service for various carriers; also DBA/marketing name for financial services business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-08 |
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