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873 E. State Street, Eagle, ID 83616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-01-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Boise | ID | 07/2015 | 04/2017 |
| Wells Fargo Advisors Financial Network, Llc | Boise | ID | 04/2017 | 12/2019 |
| Rw Investment Management Llc Dba Rw Investment Management | Boise | ID | 01/2020 | 12/2024 |
| Continuum Advisory, Llc | Eagle | ID | 01/2025 | Present |
| Wealth Management Associates | Eagle | ID | 01/2025 | Present |
| Osaic Weath | Scottsdale | AZ | 01/2025 | Present |
1) Wealth Management Associates; investment-related; 873 E State Street, Eagle, ID 83616; dba of Continuum Advisory, LLC; IAR and Registered Admin; 01/27/2025; 40 hours a week; trading and other administrative duties. 2) Osaic Wealth Management; investment-related; Scottsdale AZ; broker dealer; nonregistered admin; 01/27/2025; 10-20 hours a week; administrative duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-25 |
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