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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-06-16 |
| ID | RA | APPROVED | 2020-05-28 |
Branch Locations
2100 Northwest Blvd. Suite 260, Coeur D Alene, ID 83814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Coeur D'ALene | ID | 05/2019 | 05/2020 |
| Unemployed | Seattlr | WA | 03/2019 | 05/2019 |
| Parametric Portfolio Associates | Seattle | WA | 10/2016 | 03/2019 |
| Unemployed | Seattle | WA | 07/2016 | 10/2016 |
| Bank Of America, N.A. | Coeur D'ALene | ID | 07/2019 | 05/2020 |
| Raymond James & Associates, Inc. | Coeur D'ALene | ID | 05/2020 | Present |
(1)Name of Business: Anderl Development, LLC Address: 1681 Pampas Lane, Coeur d'Alene, ID, 83815, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 01/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: BTTA, LLC Address: 1250 N Northwood Center Ct. STE A, Coeur d'Alene, ID, 83815, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 08/07/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I have no responsibilities other than investing in projects identified by the general partners
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-30 |
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