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Current Employers
Intermountain Wealth Management, Inc.

101 Park Avenue Suite 204, Idaho Falls, ID 83402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2013-03-28
AZ RA APPROVED 2012-02-21
UT RA APPROVED 2012-02-06
MT RA APPROVED 2012-02-03
ID RA APPROVED 2009-04-15
  • TX RA
    APPROVED_RES
    Since 2013-03-28
  • AZ RA
    APPROVED
    Since 2012-02-21
  • UT RA
    APPROVED
    Since 2012-02-06
  • MT RA
    APPROVED
    Since 2012-02-03
  • ID RA
    APPROVED
    Since 2009-04-15

Branch Locations

101 Park Avenue Suite 2, Idaho Falls, ID 83402 • 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
Intermountain Wealth Management, Inc. Idaho Falls ID 02/2009 Present
Other Businesses

LICENSED INSURANCE AGENT IN CERTAIN STATES; MAY SELL LIFE INSURANCE AND SPECIALIZED INSURANCE PRODUCTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-04-02
S63 Uniform Securities Agent State Law Examination 1998-09-16
  • S65 Uniform Investment Adviser Law Examination
    2009-04-02
  • S63 Uniform Securities Agent State Law Examination
    1998-09-16

View on SEC IAPD

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