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Cade Stephen Truscott

Ubs Financial Services Inc.

Boise, ID

Boise, ID

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-02-13
  • ID RA
    APPROVED
    Since 2025-02-13

Branch Locations

1161 West River Street Suite 340, Boise, ID 83702-7065 • United States

Boise, ID • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stimson Lumber Company St. Maries ID 05/2020 08/2020
Potlatchdeltic St. Maries ID 06/2021 08/2021
Costco Boise ID 09/2021 11/2021
Crane Creek Country Club Boise ID 08/2022 Present
Ubs Financial Services Boise ID 10/2022 Present
Red Robin Boise ID 01/2022 04/2022
Boise State University Boise ID 09/2020 06/2021
Boise State University Boise ID 09/2021 05/2022
Boise State University Boise ID 09/2022 05/2023
St. Maries High School St. Maries ID 09/2016 06/2020
  • 05/2020 → 08/2020
    Stimson Lumber Company
    St. Maries, ID
  • 06/2021 → 08/2021
    Potlatchdeltic
    St. Maries, ID
  • 09/2021 → 11/2021
    Costco
    Boise, ID
  • 08/2022 → Present
    Crane Creek Country Club
    Boise, ID
  • 10/2022 → Present
    Ubs Financial Services
    Boise, ID
  • 01/2022 → 04/2022
    Red Robin
    Boise, ID
  • 09/2020 → 06/2021
    Boise State University
    Boise, ID
  • 09/2021 → 05/2022
    Boise State University
    Boise, ID
  • 09/2022 → 05/2023
    Boise State University
    Boise, ID
  • 09/2016 → 06/2020
    St. Maries High School
    St. Maries, ID
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-12
  • S66 Uniform Combined State Law Examination
    2025-02-12
Other Names
  • Cade Truscott

View on SEC IAPD

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Other Offices

INTEGRATED ADVISORS · BOISE, ID
GEM STATE INVESTMENT ADVISORS · BOISE, ID
THE ASSET CONSULTING GROUP, INC · BOISE, ID
STATE FARM INVESTMENT MANAGEMENT CORP. · Boise, ID
ARRIEN INVESTMENTS, INC. · BOISE, ID
LPL FINANCIAL LLC · BOISE, ID
U.S. BANCORP ADVISORS, LLC · Boise, ID
APOLLON WEALTH MANAGEMENT, LLC · BOISE, ID

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