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873 E. State Street, Eagle, ID 83616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-02-08 |
Branch Locations
Fountain Valley, CA • United States
873 E. State Street, Eagle, ID 83616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Saint Petersburg | FL | 10/2014 | 04/2017 |
| Sii | Pleasanton | CA | 04/2017 | 11/2017 |
| Triad Advisors | Norcross | GA | 11/2017 | 08/2024 |
| Continuum Advisory, Llc | Eagle | ID | 04/2017 | Present |
| Osaic Wealth, Inc. | Eagle | ID | 08/2024 | Present |
1. CONTINUUM ADVISORY, LLC POSITION: CCO NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 04/03/2017 ADDRESS: 873 E. State Street, Eagle ID 83616, United States DESCRIPTION: Oversee compliance and operations for an SEC-registered RIA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-11 |
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