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120 2Nd Avenue Suite 108, Ketchum, ID 83340 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-27 |
| ID | RA | APPROVED | 2023-06-26 |
Branch Locations
120 N Second Avenue Suite 108, Ketchum, ID 83340 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Leaders Group, Inc. | Littleton | CO | 09/2002 | Present |
| Tlg Advisors | Littleton | CO | 01/2004 | Present |
| Trumark Financial | Pleasanton | CA | 01/2016 | 12/2016 |
| Pacific Peak Advisors, Llc | Ketchum | ID | 01/2015 | Present |
1.) RJR Insurance And Financial Services, LLC - 1/1/2006 - 120 2nd Ave N Suite 108 Ketchum ID 83340 - Owner/President, life & health insurance sales, insurance agency, Investment Rel, 10 hrs/mo; 0 hrs/mo (during trading hours). 2.) PACIFIC PEAK ADVISORS - 1/1/2015 - 120 2nd ave. Suite 108 Ketchum Idaho 83343 - Investment advisor representative/principal/ compliance, investment advisory, Invt Rel, 160 hrs/mo; 160 hrs/mo (during trading hours). 3.) TLG ADVISORS, INC. - 1/2/2004 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 10 hrs/mo; 10 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-09-14 |
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