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250 S 5Th St Ste 680, Boise, ID 83702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-04-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pensionmark Financial Group | Eagle | ID | 01/2013 | 12/2022 |
| Sanctuary Wealth Management, Llc | Pocatello | ID | 12/2022 | 04/2023 |
| Freedom Fiduciaries Llc; | Boise | ID | 04/2023 | Present |
| Sanctuary Wealth Management, Llc | Pocatello | ID | 04/2023 | 02/2024 |
1. independent insurance agent; Boise, ID; investment related; 04/2023; sales of insurance products; 1 hr/mo.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-05 |
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