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3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-04-20 |
Branch Locations
3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wickersham Lawn Care | Durham | NC | 03/2015 | 06/2024 |
| Apple Realty | Durham | NC | 03/2022 | 07/2022 |
| Chick-Fil-A | Durham | NC | 02/2020 | 04/2024 |
| Liberty University | Lynchburg | VA | 04/2023 | 05/2025 |
| Cook Wealth | Raleigh | NC | 05/2024 | 07/2024 |
| Liberty University | Lynchburg | VA | 04/2024 | 05/2025 |
| Hilltop Wealth Advisors, Llc | Chapel Hill | NC | 06/2025 | 03/2026 |
| Hilltop Wealth Advisors, Llc | Chapel Hill | NC | 01/2026 | 03/2026 |
| Inspire Investing | Boise | ID | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-23 |
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