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1028 S. Bridgeway Place Suite 200, Eagle, ID 83616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2017-01-23 |
Branch Locations
1028 S. Bridgeway Place Suite 200, Eagle, ID 83616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rw Investment Management Llc Dba Rw Investment Management | Boise | ID | 01/2017 | Present |
| Unemployed | Boise | ID | 08/2016 | 12/2016 |
| Rw Investment Management Llc Dba Rw Investment Management | Boise | ID | 01/2019 | Present |
1. Idaho Resident Insurance Producer; NIR; Insurance; Insurance Agent; 03/21/2022; hours/month: 0/month; hours during trading: 0; General Insurance Work. 2. Wings for Widows; Investment Related; Wayzata, MN; Volunteer, Pro-bono financial planner for widows; Start date: 11/2023; Hours Per Month: 1 3. Boise Estate Planning Council - Board Member; not investment related; 08/01/2023; Local group of professionals who meet monthly for educational seminars and networking. 4. Boise Schools; Board Member on executive committee who meet monthly to make updates on grants, investments, etc.; 10/2024
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-08-11 |
| S65 | Uniform Investment Adviser Law Examination | 2014-09-15 |
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