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9361 Bayshore Drive Nw, Silverdale, WA 98383 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2017-10-02 |
Branch Locations
776 E Riverside Dr, Ste 150, Eagle, ID 83616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Executive Search & Placement | Star | ID | 04/2004 | Present |
| Waddell & Reed, Inc | Boise | ID | 05/2013 | 09/2017 |
| Various Insurance Carriers For W & R Insurance Agencies | Star | ID | 06/2013 | Present |
| Self | Meridian | ID | 08/2011 | Present |
| Ducks Unlimited | Star | ID | 03/2017 | Present |
| Clear Creek Financial Management, Llc | Silverdale | WA | 09/2017 | Present |
04/2004-PRESENT; EXECUTIVE SEARCH AND PLACEMENT; STAR, ID; INV-RELATED: N; HOTEL RECRUITERS; PRESIDENT; 150 HRS/MO; 0 SEC HOURS. 09/2011-PRESENT; SELF; MERIDIAN, ID; INVESTMENT RELATED:N; REAL ESTATE; HOME OWNER; 4 HRS/MO; 0 SEC HOURS. 06/2013-PRESENT; VARIOUS INSURANCE CARRIERS FOR W & R INSURANCE AGENCIES; STAR, ID; INVESTMENT RELATED; INSURANCE SALES; INSURANCE AGENT. 03/2017-PRESENT, DUCKS UNLIMITED, STAR, ID, INVESTMENT RELATED: N, CLUB, CHAIRMAN, 4 HRS/MO, 0 SEC HR. 01/2020 - PRESENT; IDAHO GUT CLUB; TREASURER; INVESTMENT RELATED; DUTIES INCLUDE MANAGING BANK MONEY, MANAGING SECURITIES ACCOUNT, BILL PAYING; 1-2 HRS/MO, <1 SEC HR. 06/2024 - PRESENT; Silvercreek Realty; Meridian, ID; Investment-related; Helping individuals buy and sell real estate; Realtor; 25 hours per month, 1 hour during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-30 |
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