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501 S. Main Street, Meridian, ID 83642 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-08-29 |
| TX | RA | APPROVED_RES | 2019-07-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Burks Wealth Managment Dba Mustard Seed Financial | Meridan | ID | 05/2002 | Present |
I am an independant life insurance agent licensed in the state of Idaho. I am not affiliated with any agency but rather am a sole proprietor. This is not an investment related business. Address is my home address which is 2002 S. Ice Bear Way, Meridian, ID 83642. I have been licensed as a Life Agent since 2010. I provide comprehensive financial planning for my investment managment clients, so this business is an extention of service for my clients rather than a distraction. I spend approximatly 6 hours a month on life insurance responsibilities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-06-05 |
| S65 | Uniform Investment Adviser Law Examination | 1993-06-05 |
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