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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-03-19 |
Branch Locations
10342 W Overland Rd, Boise, ID 83709 • United States
101 S Capitol Blvd Ste 1210 [Wj/Wb/Wl/Ws-Rbo], Boise, ID 83702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forester Financial Services | Seattle | WA | 01/2017 | 09/2017 |
| University Of Idaho | Moscow | ID | 08/2013 | 12/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle | WA | 02/2018 | 08/2020 |
| Unemployed | Seattle | WA | 09/2017 | 12/2017 |
| Spin Seattle | Seattle | WA | 12/2017 | 02/2018 |
| Castlebury Financial Advisors | Eagle | ID | 08/2020 | 01/2021 |
| Kestra Advisory Services, Llc | Eagle | ID | 01/2021 | 10/2023 |
| Kestra Investment Services, Llc | Eagle | ID | 08/2020 | 10/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boise | ID | 10/2023 | 03/2025 |
| Fsm Wealth | Eagle | ID | 01/2021 | 10/2023 |
| Bank Of America, N.A. | Boise | ID | 11/2023 | 03/2025 |
| Wells Fargo Clearing Services, Llc | Boise | ID | 03/2025 | Present |
I*: 2107271 Entity Type: Charitable Name of OBA: Women to Women Network Address: Meridian, Idaho 83642 Investment Related: No Position, Title, Association: Regional Program Director Employee Start Date: 11/01/2024 Number of Hours: 100 hrs annually Number of Hours during trading: 8 hrs annually Duties: Purpose is to provide networking to women in professional fields in the State of Idaho. I am a regional program director and my duties will be to host 2 events per quarter that creates a space for women to network and interact. These events include Morning Coffee once a month, or an after hours connect in the evening once a month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-17 |
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