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Driggs, ID • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
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