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3040 E 17Th Street Suite 2, Ammon, ID 83406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-05 |
| ID | RA | APPROVED | 2022-04-08 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Porter House Inc. | Shelley | ID | 03/2020 | 09/2021 |
| Jeff's Family First Insurance Brokerage Llc | Idaho Falls | ID | 04/2019 | 03/2020 |
| Journey Retirement Planning & Investment Management, Llc | Ammon | ID | 09/2021 | Present |
| State Farm Insurance - Kevin Allred Agency | Idaho Falls | IN | 09/2017 | 04/2019 |
| The Leazer Group | Idaho Falls | ID | 02/2016 | 09/2017 |
| Idaho Home & Energy | Idaho Falls | ID | 02/2015 | 10/2016 |
05/2023 Independent Licensed insurance Agent; Investment Related; Idaho; Life
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-01 |
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