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10900 Ne 8Th Street #1620, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-07-14 |
| ID | RA | APPROVED | 2026-07-13 |
Branch Locations
339 West State Street Suite 201, Eagle, ID 83616 • United States
10900 Ne 8Th Street #1620, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Basecamp Wealth Advisors | Boise | ID | 05/2026 | Present |
| N/A | Boise | ID | 08/2016 | 05/2017 |
| A10 Capital | Boise | ID | 05/2017 | 07/2018 |
| Sun Ray Cafe | Boise | ID | 05/2018 | 07/2018 |
| Charles Schwab & Co | Phoenix | AZ | 08/2018 | 06/2021 |
| The Caprock Group, Inc. | Boise | ID | 06/2021 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-17 |
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