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1028 S. Bridgeway Place Suite 200, Eagle, ID 83616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2020-01-02 |
Branch Locations
1028 S. Bridgeway Place Suite 200, Eagle, ID 83616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Boise | ID | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boise | ID | 11/2016 | 04/2017 |
| Wells Fargo Advisors Financial Network, Llc | Boise | ID | 04/2017 | 12/2019 |
| Rw Investment Management Llc Dba Rw Investment Management | Boise | ID | 01/2020 | Present |
1) IDAHO INSURANCE PRODUCER; NOT INVESTMENT-RELATED; BOISE, ID; LIFE, ACCIDENT & HEALTH OR SICKNESS, VARIABLE LIFE AND VARIABLE ANNUITY CONTRACTS INSURANCE AGENT/BROKER; START DATE: 10/2005; LESS THAN 5 HOURS/MONTH DEVOTED TO INSURANCE; LESS THAN 5 HOURS/MONTH DEVOTED TO INSURANCE DURING SECURITIES TRADING HOURS. 2) NAME OF OTHER BUSINESS: RWIM Properties, LLC; INVESTMENT RELATED: NO ADDRESS: Eagle, ID; NATURE OF BUSINESS: property management; START DATE: 9/1/2021; POSITION/TITLE/RELATIONSHIP: Owner; APX NUMBER OF HOURS PER MONTH: 6; APXNUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: property management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-01 |
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