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Boise, ID • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2020-11-16 |
| CA | RA | APPROVED | 2017-07-06 |
| ID | RA | APPROVED | 2017-03-24 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boise | ID | 12/2012 | 03/2017 |
| Bank Of America, N.A. | Boise | ID | 02/2013 | 03/2017 |
| Pinnacle Portfolio Advisors, Llc | Boise | ID | 03/2017 | Present |
| Silvercreek Realty Group Llc | Meridian | ID | 10/2017 | Present |
I*94488 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: BOISE PUBLIC SCHOOLS FOUNDATION INVESTMENT RELATED: N ADDRESS OF BUSINESS: 8169 WEST VICTORY ROAD, BOISE, IDAHO 83709 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 42535 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: HELP ORGANIZATION MEET ITS GOALS TO ASSIST SCHOOL PROGRAMS Name of outside business : Silvercreek Realty Group LLC Investment related : Y Address of Business: 1099 S Wells, Suite 200, Meridian, ID 83642; Title: Real Estate Agent Duties: representation and referral of buyers and sellers of real estate Start date with business: 2017-10-01 Hours devoted to business during trading hours : 5 Hours devoted to business outside trading hours : 5 Percentage of total yearly compensation expected to be derived from the business : 5
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-22 |
| S66 | Uniform Combined State Law Examination | 2008-12-06 |
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