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250 South 5Th Street Suite 600, Boise, ID 83702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-02-28 |
Branch Locations
250 South 5Th Street Suite 600, Boise, ID 83702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valtrend Llc | Eagle | ID | 03/2010 | Present |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 01/2013 | 12/2022 |
| The Helmstar Group, Llc | Boise | ID | 02/2023 | Present |
1. VALTREND, LLC; CAN BE INVESTMENT RELATED; EAGLE, ID 83616; BUSINESS APPRAISAL FIRM; PRINCIPAL/OWNER; START DATE: 3/10/2010; 200 HOURS/MONTH; VARIES, UP TO 7 HOURS/DAY; I VALUE PRIVATELY HELD COMPANIES FOR A VARIETY OF PURPOSES. 2. Anchors Aweigh, LLC, Eagle, ID 83616, Non-Investment related, Nature of business: Family LLC, started 2/2017, estimate about 5 hours/month about 1 hour/month during securities trading hours, Duties: Financial analysis related to alternative (private) investments in solar energy. 3. Butler Pinkerton Calculator (software tool; not a business), Eagle ID, Investment related, Nature of business: Cost of capital software program marketedto fellow business appraisers who use it for private company valuation, Title: Owner/Inventor since 12/2007, Devote between 0-3 hours/month outside of securities trading hours.
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