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James Mccormick Bailey

Perspective Wealth Partners, LLC

Boise, ID

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Current Employers
Perspective Wealth Partners, Llc

121 N 9Th Street Suite 400, Boise, ID 83702 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2006-05-04
  • ID RA
    APPROVED
    Since 2006-05-04

Branch Locations

121 N 9Th Street Suite 400, Boise, ID 83702 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Perspective Wealth Partners, Llc Boise ID 04/2006 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-03-15
  • S65 Uniform Investment Adviser Law Examination
    2006-03-15

View on SEC IAPD

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ARRIEN INVESTMENTS, INC. · BOISE, ID
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