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3040 E 17Th Street Suite 2, Ammon, ID 83406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Columbia | SC | 02/2014 | 09/2019 |
| Self-Employed | Irmo | SC | 09/2019 | 09/2021 |
| Ess K-12 Staffing | Columbia | SC | 09/2021 | 06/2022 |
| Journey Retirement Planning And Investment Management, Llc | Ammon | ID | 06/2025 | Present |
| Journey Financial Services Inc. | Ammon | ID | 09/2022 | Present |
1) 09/2024 Independent Licensed Insurance Agent; Investment Related; Idaho; Accident & Health or Sickness Insurance, Life Insurance. 2) 9/2022 Journey Financial Services Inc.; Licensed Insurance Agency; Office Manager; Investment Related; 3040 E 17th Street, Suite 2, Ammon, ID 83406; 160 hours/month; 120 hours during trading hours; Building and office management. HR assistance. Special projects.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-13 |
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