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339 W State Street, Suite 203, Eagle, ID 83616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-10-13 |
| ID | RA | APPROVED | 2020-09-11 |
Branch Locations
339 W State Street, Suite 203, Eagle, ID 83616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group | San Diego | CA | 11/2006 | 09/2019 |
| Gpwm Advisors Llc | Eagle | ID | 09/2019 | Present |
| Gryphon Private Wealth Management | Eagle | ID | 01/2012 | 09/2019 |
(1) IDAHO NOTARY PUBLIC PROVIDING NOTARY SERVICES SINCE 2006. NON-INVESTMENT RELATED. APPROXIMATELY 1% TIME SPENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-27 |
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