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1000 Riverwalk Drive Suite 100, Idaho Falls, ID 83402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-05-08 |
| CO | RA | APPROVED | 2026-03-05 |
| ID | RA | APPROVED | 2025-11-24 |
Branch Locations
1000 Riverwalk Drive Suite 100, Idaho Falls, ID 83402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boise State University | Boise | ID | 07/2016 | 08/2017 |
| Strada Financial Group | Fairview | OR | 08/2017 | 05/2020 |
| Butterfield Associates Inc | Vancouver | WA | 05/2020 | 09/2022 |
| Cooper Norman , Pllc | Idaho Falls | ID | 09/2022 | Present |
| Cooper Norman Wealth, Llc | Idaho Falls | ID | 08/2025 | Present |
Name of other business: Cooper Norman, PLLC; Is business Investment related: No; Address of other business: 1000 Riverwalk Dr, Suite 100, Idaho Falls, ID 83402; Nature of other business: CPA Firm; Your position: Tax Manager; Start date of relationship: 09/2022; Approx. # of hours /month devote to other business: 160; Number of hours devoted to other business during securities trading hours: 160.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-01 |
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