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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-08 |
| ID | RA | APPROVED | 2025-07-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boise | ID | 04/2025 | Present |
| Zions Bank | Boise | ID | 10/2023 | 04/2025 |
| Wells Fargo | Boise | ID | 10/2019 | 09/2023 |
| Perx | Boise | ID | 04/2018 | 08/2019 |
| Brigham Young University | Provo | UT | 03/2017 | 04/2017 |
| Pennbridge Hospitality | Boise | ID | 07/2017 | 05/2018 |
| Idaho Pizza Company | Eagle | ID | 02/2019 | 03/2019 |
| Oec | Boise | ID | 06/2017 | 08/2017 |
| Boise State University | Boise | ID | 01/2018 | 05/2023 |
| Brigham Young University | Provo | UT | 08/2016 | 12/2017 |
| Bank Of America, N.A. | Boise | ID | 06/2025 | Present |
I*4605268, Entity Type: Entity Charitable, Name of OBA: Rocky Mountain High School Boys Lacrosse Club, Address: Meridian, Idaho, 83646, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 06/01/2026, No Hours: 60 Monthly, No Hours during Trading: 0 Monthly, Duties: Coach High School aged athletes in the sport of lacrosse. High School Lacrosse Team I*4605269, Entity Type: Entity Charitable, Name of OBA: Boise United Lacrosse Club, Address: Boise, Idaho, 83713, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Owner , Other, Employee Start Date: 07/01/2026, No Hours: 5 Weekly, No Hours during Trading: 0 Weekly, Duties: Member/Co-Owner/Coach, Grow the sport of lacrosse in the Treasure Valley area and provide club opportunities for athletes. I*4836292, Entity Type: Entity For Profit, Name of OBA: Horrocks Coaching LLC, Address: Nampa, Idaho, 83687, Investment Related: N, Position, Title, Association: ["General Partner/Managing Member","Owner"], Employee Start Date: 07/07/2026, No Hours: 15 Weekly, No Hours during Trading: 0 Weekly, Duties: Administration, coordinating, organizing and coaching. Provide lacrosse coaching services to high school teams and individual high school athletes,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-01 |
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