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3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-07-11 |
Branch Locations
3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-07-11 |
Branch Locations
3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keybank Na | Seattle | WA | 03/2017 | 10/2019 |
| Key Investment Services | Seattle | WA | 03/2017 | 10/2019 |
| Chase Bank | Seattle | WA | 12/2015 | 03/2017 |
| Harbor Investment Advisors Llc | Aberdeen | WA | 10/2019 | 04/2022 |
| Robinhood Financial, Llc | Charlotte | NC | 04/2022 | 10/2022 |
| Charles Schwab | Bassett | VA | 12/2022 | 03/2023 |
| Dominos | Dallas | TX | 10/2022 | 04/2023 |
| Inspire Investing, Llc | Meridian | ID | 03/2023 | Present |
| Foreside Financial Services, Llc | Bassett | VA | 05/2023 | 04/2024 |
| Inspire Advisors, Llc | Meridian | ID | 03/2023 | Present |
1) Inspire Investing LLC; Meridian, ID; Investment Related; Started 3/9/2023; Financial Services; Product Specialist; Sales and service of Inspire ETF's, SMA's and other product offers; 160 hours per month with 0 hours during securities trading hours. 2) Inspire Advisors LLC; Meridian, ID; Investment Related; Started 7/13/2023; Financial Advising; Financial Advisor; Provide financial advise to clients; 40 hours per month with 0 hours during securities trading hours . 3) 10/2025 Independent Licensed insurance Agent; Investment Related; Meridian, ID; Fixed Annuities, variable annuities, and life insurance as solutions
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-08 |
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