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3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-05 |
Branch Locations
3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | St Louis | MO | 07/2015 | 01/2018 |
| Grit Wealth Management, Llc | St Louis | MO | 01/2018 | 01/2020 |
| Inspire Advisors, Llc | Meridian | ID | 07/2024 | Present |
| Cyberguide | St. Louis | MO | 01/2000 | 12/2022 |
| Veryable | Argyle | TX | 05/2022 | 06/2023 |
| Factur | Plano | TX | 06/2023 | Present |
06/2023 Factur; Business Development Manager; not investment related ; 5741 Legacy Drive, Suite 317, Plano, TX 75024; 40 hours/week; 24 hours during trading hours; Business prospecting for clients in the manufacturing space; fractional business development manager for clients in the manufacturing space/outbound sales for companies in the manufacturing space.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-17 |
| S66 | Uniform Combined State Law Examination | 2008-11-14 |
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