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380 E. Parkcenter Blvd. Suite 205, Boise, ID 83706 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-06-06 |
| TX | RA | APPROVED | 2023-06-06 |
Branch Locations
380 E. Parkcenter Blvd. Suite 205, Boise, ID 83706 • 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 | 06/2023 |
| Br Wealth Management | Boise | ID | 06/2023 | Present |
| Private Client Services, Llc | Boise | ID | 06/2023 | Present |
1) BR Wealth Management. 380 E Parkcenter Blvd, Ste 205, Boise, ID 83706. RIA. 150 hrs/mo; 150 during trading hrs. 2) Trustee of Mother's (Elinor P Fisher) Revocable Trust. 42 S Mesa Vista Dr, Boise, ID 83705. Revocable Trust. Trustee. 2 hrs/mo; 1 during trading hrs. 3) Trustee of Brother's (Russell Armstrong) Trust. 42 S Mesa Vista Dr, Boise, ID 83705. Trustee. 2 hrs/mo; 1 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-06 |
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