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165 Culver Rd Suite 100, Rochester, NY 14620 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-07-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Howe And Rusling, Inc. | Boise | ID | 10/2025 | Present |
| Berkeley Inc | Boise | ID | 01/2025 | 09/2025 |
| Clearwater Analytics | Boise | ID | 11/2022 | 01/2025 |
| Boise State University | Boise | ID | 08/2019 | 05/2022 |
| Coeur D'ALene High School | Coeur D'ALene | ID | 09/2014 | 06/2018 |
| Unemployed | Coeur D'ALene | ID | 06/2018 | 07/2019 |
| Unemployed | Boise | ID | 05/2022 | 11/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-20 |
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