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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-08-26 |
| ID | RA | APPROVED | 2017-10-31 |
Branch Locations
1161 West River Street Suite 340, Boise, ID 83702-7065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clearwater Analytics | Boise | ID | 01/2017 | 07/2017 |
| Ubs Financial Services Inc | Boise | ID | 10/2017 | Present |
| Unemployed | New York | NY | 02/2016 | 01/2017 |
1) American Red Cross - of Greater Idaho / 5380 W Frankline Road ID, Boise 83705 / United States / Charity / Deliver food, shelter and comfort to families most in need. Respond with emergency care of disasters, prepare for future disasters and provide lifesaving blood to support military members and families / Member of Board of Directors / Member Board of Directors, expected to participate on one of the committees. / Start Date 8/1/2019 /// 2) Burgdorf Hotsprings / Company / Parents own this Family business. Will be serving as a board member / Member of Board of directors / Member of the Board, we will help in larger business decisions. Anticipated Start date will be mid october, but that is not cemented yet. Avalon Holdings, LLC, Holding Company for personal assets, Partner, This is personal LLC, so my wife and i will make decisions, start date-5/24/2023, BoiseIdahoUnited States-83702.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-31 |
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