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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-02-22 |
| ID | RA | APPROVED | 2014-02-12 |
Branch Locations
1161 West River Street Suite 340, Boise, ID 83702-7065 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs | Boise | ID | 12/2013 | Present |
| Treasure Valley Ymca | Boise | ID | 09/2013 | Present |
1) TREASURE VALLEY YNCA/ 1050 W STATE ST BOISE ID 83702/ SWIM COACH/ START DATE 9/2/2013 /// 2) I own this personally with my wife Serena Wang/ 2990 W Three Lakes Drive/ Meridian/ 83646 Idaho / United States / Rental Home / Real Estate / / / Proprietor / owner / This is an investment property, single family rental home/I own and manage this house as a rental/ Receive compensation?: Yes/ Investment in company?: Yes, 100% / Start Date 7/22/2020 /// 3) 3034 W Three Lakes Dr/ Meridian/ 83646 Idaho/ United States/ This is a single family rental home that I own jointly with my wife. / Real Estate / /Proprietor / owner / I will manage the property/ Receive compensation?: Yes/ Investment in company/: Yes, 100%/ Authority to make investment decisions?: Yes/ Start Date 8/6/2020 /// 4) WS Holdings LLC / 11562 W Rader Dr/Boise/ Idaho 83713/ United States,/ Company / Real Estate /This entity will be focused on developing land lots into residential real estate. /I will be a manager of the WSHoldings LLC. I will help fund the development projects, and give advice to help the LLC make a profit./ Member of Board of directors / Receive compensation?: Yes/Owenrship in busniess? Yes, 50%/ Start Date: 11/2/2020 /// 5) WahoCo Remodel LLC/ 11562 W Rader Dr. Boise, Idaho 83713/ I will help advise the company on how to work through remodel projects, and generally give strategic advice on how to be profitable/ Investment in company: 33%/ Start Date: 6/20/2022 /// 6) NAME OF OTHER BUSINESS: Collister Church Inc/ INVESTMENT RELATED?:N / ADDRESS: 4709 W State St, Boise / NATURE OF THE BUSINESS: This is a church, serving the community needs / POSITION: Member of Board of directors / DUTIES:I help the church make decisions about functioning in the community, budgets, and program direction. / START DATE: 9/1/19 / HOURS DEVOTED TO BUSINESS: NA /// 7) Rental Home - 6128 N Oak St. Spokane, WA / I own a rental house / Proprietor / owner / I own and manage this house as a rental /// 8) Rental Home - 3037 Birch St. Denver, CO 80207 / I own a rental house / Proprietor / owner / I own and manage this house as a rental 9) Name of Business; Cash Rabbit LLC./ Address; 11562 W Rader Dr Boise IdahoUnited States 83713./ Investment Related: Yes./ Nature: It is a family partnership that will primarily be used for for investments./ Role: Partner./ Duty: I will serve as a partner and manager of the LLC on behalf of my family./ Start Date: 2/28/2023./ Time Required: N.A 10)NW208 LLC , Boise / ADA Idaho United States ,Partnership , Real Estate ,Holding Company to combine other LLC's Inactive / Dormant , Partner , I will pass out K1's from the real-estate holdings for the other partners after our CPA files the year end taxes. Start date 7/31/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-12 |
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