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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-13 |
| ID | RA | APPROVED | 2025-04-25 |
Branch Locations
255 B Street Suite 207, Idaho Falls, ID 83402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concourse Financial Group Securities Inc | Idaho Falls | ID | 10/2021 | 09/2022 |
| Time Value Investments | Idaho Falls | ID | 10/2021 | 09/2022 |
| Highland Hay | Hamer | ID | 09/2020 | 05/2021 |
| Ashcraft Farms | Sugar City | ID | 05/2014 | 09/2018 |
| West Cedar Trading | Idaho Falls | ID | 05/2020 | 08/2020 |
| College - Erau | Prescott | AZ | 08/2019 | 05/2020 |
| College - Byui | Rexburg | ID | 09/2020 | 05/2022 |
| Concourse Financial Group Securities Inc | Idaho Falls | ID | 10/2024 | 12/2024 |
| Lds Mission | Oakland | CA | 09/2022 | 09/2024 |
| Time Value Investments | Idaho Falls | ID | 10/2024 | Present |
| Unemployeed | Sugar City | UT | 10/2018 | 07/2019 |
| Concourse Financial Group Securities Inc | Idaho Falls | ID | 12/2024 | 02/2025 |
| Cetera Wealth Services, Llc | Idaho Falls | ID | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 04/2025 | Present |
TIME VALUE INVESTMENTS; Investment Related; Idaho Falls, ID; Financial Services; Administrative Assistant; Start Date 10/2021; 160 hours per month; Provide administrative assistance to the registered associates in our office as well as to their respective clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-22 |
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