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1028 S. Bridgeway Place Suite 200, Eagle, ID 83616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2022-01-26 |
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 | 11/2021 | Present |
| Clearwater Analytics | Boise | ID | 07/2020 | 10/2021 |
| Blackrock | Seattle | WA | 10/2017 | 07/2020 |
| Russel Investments | Seattle | WA | 08/2016 | 07/2017 |
| Law School | Seattle | WA | 08/2013 | 05/2016 |
1. Boise Estate Planning Council - Board Member; not investment related; 08/01/2024; Local group of professionals who meet monthly for educational seminars and networking.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-26 |
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