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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-11-14 |
Branch Locations
1111 S Silverstone Way - 1St Floor, Meridiam, ID 83642 • United States
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-11-07 |
Branch Locations
1111 S Silverstone Way Suite 120, Meridian, ID 83642 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Interstate Bank | Kalipsell | MT | 03/2016 | 05/2020 |
| Cetera Investment Advisers Llc | Kalispell | MT | 03/2016 | 11/2016 |
| Cetera Investment Services Llc | St.CLoud | MN | 03/2016 | 11/2016 |
| Lpl Financial | Kalispell | MT | 10/2016 | 05/2020 |
| Ameriprise Financial Services, Llc | Boise | ID | 05/2020 | 03/2024 |
| Securities America, Inc. | Meridian | ID | 03/2024 | 11/2025 |
| Pfg Advisors | Meridian | ID | 03/2024 | 11/2025 |
| Osaic Wealth, Inc. | Meridian | ID | 06/2024 | 11/2025 |
| Osaic Institutions, Inc. | Meridan | CT | 11/2025 | Present |
| Osaic Advisory Services, Llc | Meridian | ID | 11/2025 | Present |
1.)***DBA - Idaho Central Wealth Management ***IDAHO CENTRAL CREDIT UNION POSITION: Wealth Advisor NATURE: Banking INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/18/2020 ADDRESS: PO Box 2496, Pocatello ID 83206 DESCRIPTION: Wealth Advisor
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-03-03 |
| S65 | Uniform Investment Adviser Law Examination | 1999-03-03 |
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