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Boise, ID • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-07-01 |
Branch Locations
Eagle, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 03/2017 | 06/2020 |
| Aviara Wealth Advisors | Carlsbad | CA | 01/2012 | Present |
| Edward A. Bondy (Self Employed) | Carlsbad | CA | 11/2015 | 03/2017 |
1) Aviara Wealth Advisors-7373 Elgans Place, Carlsbad, CA 92011; Investment related; Insurance sales & svcs; Agent; Start date 3/2017; less than 1 hr/mnth; 0 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-10-08 |
| S65 | Uniform Investment Adviser Law Examination | 1995-09-28 |
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