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Middleton, ID • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-13 |
| ID | RA | APPROVED | 2026-08-13 |
| TX | RA | APPROVED | 2026-08-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lucas Group Financial Planners | Sacramento | CA | 03/2016 | 12/2019 |
| Statheros Financial Solutions, Inc. | El Dorado Hills | CA | 12/2019 | 12/2021 |
| Alliance Advisory & Securities, Inc. | Westlake Village | CA | 01/2022 | 02/2022 |
| Unchained Capital | Austin | TX | 02/2022 | 07/2023 |
| Eagle Island Financial Llc | Eagle | ID | 03/2022 | 04/2024 |
| Sound Advisory Llc | Eagle | ID | 07/2023 | 08/2026 |
| Verify Wealth Llc | Post Falls | ID | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-10 |
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