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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-11-14 |
Branch Locations
1875 Blue Lakes Blvd N, Twin Falls, ID 83301 • United States
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-11-07 |
Branch Locations
1875 Blue Lakes Blvd N., Twin Falls, ID 83301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Twin Falls | ID | 10/2021 | 03/2024 |
| Idaho Central Credit Union | Twin Falls | ID | 02/2013 | 03/2024 |
| Securities America, Inc. | Twin Falls | ID | 03/2024 | 06/2024 |
| Osaic Wealth, Inc. | Twin Falls | ID | 06/2024 | 11/2025 |
| Osaic Institutions, Inc. | Meriden | CT | 11/2025 | Present |
1.) IDAHO CENTRAL CREDIT UNION POSITION: Financial Advisor NATURE: Financial Advisor INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 02/01/2013 ADDRESS: 1875 Blue Lakes Blvd. N, Twin Falls ID 83301 DESCRIPTION: Financial Advisor 2.) BRETT BUCKLEY POSITION: Mortician NATURE: Mortician services INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 295 Sage St., Kimberly ID 83341 DESCRIPTION: Provide mortician services as an independent contractor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-19 |
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