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Nampa, ID • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Idaho Air National Guard | Boise | ID | 09/1978 | Present |
| Self Employed | Boise | ID | 02/1985 | Present |
| Amerus Life Insurance Co | Des Moines | IA | 03/1995 | Present |
| Ameritas Investment Corp. | Boise | ID | 03/1996 | Present |
Life Insurance sales to Non IAR/RIA clients. Life insurance is done in the name of Patrick R Davidson and/or Provident Financial Services ( as dba). The address of the Life Insurance Sales is 16600 Cardinal Loop, Nampa, Idaho, 83687. The nature of the business is providing insurance as a protection to business's and families, and is non-invesment related. I am the owner and Registered Insurance agent of this business. I started this business in February, 1985. I devote approx. 80 hours per month in this business. I estimate that I devote 20 hours per per month during securities trading hours. In addition : I am the President of a Corporation that underwrites Real Estate collateralized Bridge Loans. The nature of this business involves assessing the risk of Real Estate collateral and then loaning money to borrowers, if the risk and estimated return satisfies our underwriting standards. I started this business in approximately 1995-1998. I spend approximately 40 hours per month in this business, with approximately 10 hours spent during securities trading hours. This business is not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 1990-05-05 |
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