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Inactive

James Leland Hancock

Preferred Retirement Options, Inc

Idaho Falls, ID

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Current Employers
Preferred Retirement Options, Inc

3456 E. 17Th St. Suite 260, Ammon, ID 83406 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 1999-06-16
  • ID RA
    APPROVED
    Since 1999-06-16

Branch Locations

Idaho Falls, ID • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Preferred Retirement Options Inc. Idaho Falls ID 02/2009 01/2020
Preferred Retirement Options Inc. Ammon ID 01/2020 Present
Previous Registrations
  • 2013-11-08 → 2014-01-06
    Gradient Advisors, Llc
    Idaho Falls, ID
    Arden Hills, MN
  • 2012-12-05 → 2013-11-14
    Signature Investments, Inc.
    Dayton, OH
    Idaho Falls, ID
    Dayton, OH
  • 2012-09-14 → 2012-12-18
    Sicor Securities Inc
    Dayton, OH
    Idaho Falls, ID
    Idaho Falls, ID
    Dayton, OH
  • 2005-11-02 → 2011-12-31
    Gwn Securities Inc.
    Idaho Falls, ID
    Palm Beach Gardens, FL
    Palm Beach Gardens, FL
    Idaho Falls, ID
  • 2005-03-18 → 2005-11-11
    Mm Ascend Life Investor Services, Llc
    Cincinnati, OH
  • 2002-01-01 → 2005-02-28
    Pmg Asset Management Inc
    Idaho Falls, ID
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-05-14
S63 Uniform Securities Agent State Law Examination 1994-08-09
  • S65 Uniform Investment Adviser Law Examination
    1999-05-14
  • S63 Uniform Securities Agent State Law Examination
    1994-08-09

View on SEC IAPD

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