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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ortigara Llc | Boise | ID | 07/2011 | Present |
| Treasure Valley Financial Planning | Meridian | ID | 04/2026 | Present |
| Ameriprise Financial Services, Inc. | Boise | ID | 09/2013 | 08/2017 |
| Clear Creek Financial Management, Llc Dba Tvfp | Silverdale | WA | 08/2017 | 08/2026 |
BUSINESS OWNERSHIP ; ORTIGARA, LLC; MANAGING MEMBER; Managing member; established to manage financial services practice; BOISE, ID 83716; Investment Related; JULY 2011; 1-9 HRS PER MONTH; 1-9 DURING TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-02-10 |
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