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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 | 2026-06-11 |
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 |
|---|---|---|---|---|
| Inspire Advisors, Llc | Meridian | ID | 06/2026 | Present |
| Cloudwords/Welocalize | Meridian | ID | 01/2019 | 11/2025 |
| Green Hills Country Club | Millbrae | CA | 02/2001 | 07/2017 |
| 18 Birdies | Oakland | CA | 08/2017 | 11/2018 |
| The Ambrose School | Meridian | ID | 01/2026 | 05/2026 |
1) 06/2026 Independent Licensed Insurance Agent, Investment Related; Meridian Idaho, Life and Health Insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-21 |
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