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873 E. State Street, Eagle, ID 83616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-01-02 |
Branch Locations
3723 N Locust Grove Rd. #100, Meridian, ID 83646 • 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 |
|---|---|---|---|---|
| John R Warner Cpa Pc | Star | ID | 02/2008 | Present |
| Ig Advisory, Llc | Meridian | ID | 01/2022 | Present |
1) Isler Group LLC; not investment-related; 3723 N Locust Grove Rd. #100, Meridian, ID 83646; CPA; member/owner; 01/2006; 160 hours/month during trade hours; CPA 2) Wealth Management Associates, DBA of Continuum Advisory, LLC; investment-related; 873 E. State Street, Eagle, ID 83616; wealth management firm; IAR; 01/2024; 0 hrs/month; registered IAR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-09 |
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