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Current Employers
First Ascent Planning Llc

Driggs, ID • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2026-07-09
  • ID RA
    APPROVED
    Since 2026-07-09

Branch Locations

Driggs, ID • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
460 Bread Inc Driggs ID 04/2010 04/2021
Sabbatical Driggs ID 05/2021 10/2022
Climb Strong Lander WY 11/2022 Present
Rockhill Advisors Llc Victor ID 05/2024 Present
First Ascent Planning Llc Driggs ID 02/2025 Present
  • 04/2010 → 04/2021
    460 Bread Inc
    Driggs, ID
  • 05/2021 → 10/2022
    Sabbatical
    Driggs, ID
  • 11/2022 → Present
    Climb Strong
    Lander, WY
  • 05/2024 → Present
    Rockhill Advisors Llc
    Victor, ID
  • 02/2025 → Present
    Driggs, ID
Other Businesses

09/2025 – Present: Volunteer member of the Finance Committee of the Community Foundation of Teton Valley (189 N. Main St., Suite 112, Driggs, ID 83422), a nonprofit community foundation. Responsibilities include providing oversight and recommendations regarding financial matters and endowment assets. No compensation is received. Approximately two hours per month are devoted to this activity. This is an advisory role only and does not involve discretionary authority or the execution of securities transactions.

Designations

View on SEC IAPD

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