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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-09-05 |
Branch Locations
1025 S Bridgeway Pl #290, Eagle, ID 83616 • United States
19 E Wyoming Ave, Homedale, ID 83628 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kershner Ranch Llc | Jordan Valley | OR | 05/2014 | Present |
| Parker Advisors | Homedale | ID | 02/2017 | Present |
| Avantax Investment Services, Inc. | Homedale | ID | 02/2017 | 09/2025 |
| Avantax Advisory Services | Homedale | ID | 04/2020 | 09/2025 |
| Cetera Wealth Services, Llc | Homedale | ID | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1)Parker Advisors~'NIR'~19 East Wyoming Ave~Homedale~ID~63628~Accounting Services/Tax Preparation~Independent Contractor~2/1/2017~80hrs~40hrs~I assist in client acquisition, organize marketing efforts, and assist the senior advisor in client service. I assist in producing appropriate plans for clients, which includes research, client risk tolerance and evaluation, and implementation and follow-up with the client. 2)Kershner Ranch LLC~'NIR'~11747 Flint Creek Rd~Jordan Valley~OR~97910~Other~Owner/Sole Proprietor~5/1/2014~80hrs~40hrs~Handle operational duties for cattle production. Maintenance on equipment and facilities. Hiring/firing of employees 3)TAX FREEDOM BUILDERS POSITION: Contributor NATURE: Our goal through Tax Freedom Builders is to help educate potential wealth management clients regarding tax smart strategies and proactive financial planning. Tax Freedom Builders will offer a tiered fee for plan program. In this program three types of financial plans will be offered varying in scope and complexity. Details regarding the plans are found in question 5. INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: 19 E Wyoming Ave, Homedale ID 83628, United States DESCRIPTION: My duties involve curating educational content, building networks with potential clients, maintain a consistent brand voice across all platforms, including social media, blogs, and potential client communications.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-07 |
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