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101 Park Avenue Suite 204, Idaho Falls, ID 83402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
Branch Locations
101 Park Avenue Suite 2, Idaho Falls, ID 83402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Intermountain Wealth Management, Inc. | Idaho Falls | ID | 02/2009 | Present |
LICENSED INSURANCE AGENT IN CERTAIN STATES; MAY SELL LIFE INSURANCE AND SPECIALIZED INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-16 |
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