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1817 N Lakes Place Ste 150, Meridian, ID 83646 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-03 |
| CO | RA | APPROVED | 2025-03-03 |
| AZ | RA | APPROVED | 2023-10-04 |
| ID | RA | APPROVED | 2023-10-02 |
| TX | RA | APPROVED | 2023-10-02 |
| WA | RA | APPROVED | 2023-10-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Distributors | Franklin | TN | 10/2009 | 05/2023 |
| Raymond James Financial Services | St. Petersburg | FL | 05/2023 | 10/2023 |
| Next Level Wealth Planning, Llc | Meridian | ID | 10/2023 | Present |
| Mfa Wealth Management Llc | Meridian | ID | 04/2023 | Present |
OBA for owner of rental properties Aboussie Brothers LLC; Investment related: No; Location: 1205 N 13th St Boise ID 83702 US; Description: Real Estate; Position Title: Controlling Officer; Responsibilities Duties: Rental Properties.; Start date: 2001-02-12; Hours per during trading hours: 0; Hours per month outside trading hours: 2.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-19 |
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