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3715 E. Overland Road Ste 205, Meridian, ID 83642 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-05-27 |
Branch Locations
3715 E. Overland Road Ste 205, Meridian, ID 83642 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Various Insurance Carriers For W & R Insurance Agencies | Meridian | ID | 08/2009 | 09/2018 |
| Waddell & Reed Inc | Boise | ID | 08/2009 | 09/2018 |
| Treasure Valley Financial Planning | Meridian | ID | 04/2026 | Present |
| Belnap Enterprises, Llc | Boise | ID | 01/2015 | Present |
| Jonathan Belnap | Caldwell | ID | 03/2014 | 10/2018 |
| Clear Creek Financial Management, Llc, Dba Tvfp | Silverdale | WA | 10/2018 | 08/2026 |
the name of the other business: Belnap Enterprises, LLC whether the business is investment-related: No the address of the other business: 3715 E. Overland Rd. STE #205, Meridian, ID 83642 the nature of the other business: personal services company for business expenses position: Owner title, or relationship with the other business: Owner the start date of your relationship: 1/2015 the approximate number of hours/months you devote to the other business: 1-9 the number of hours you devote to the other business during securities trading hours: 0 and briefly describe your duties relating to the other business: holdings company for TVFP only. None
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-21 |
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