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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 | 2025-01-03 |
Branch Locations
900 Pier View Dr Stes 200 & 202, Idaho Falls, ID 83402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Olympia | WA | 06/2017 | 12/2017 |
| Burtronics Business Systems | Redlands | CA | 02/2017 | 04/2017 |
| The Chimney Sweep Guy | Hesperia | CA | 08/2014 | 02/2017 |
| Brigham Young University Idaho | Rexburg | ID | 04/2015 | 12/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boise | ID | 05/2018 | 09/2018 |
| Unemployed | Nampa | ID | 12/2017 | 05/2018 |
| Bank Of America, N.A. | Boise | ID | 06/2018 | 09/2018 |
| Valic Financial Advisors, Inc. | Idaho Falls | ID | 09/2018 | 04/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Idaho Falls | ID | 04/2021 | 01/2025 |
| Brigham Young University Idaho | Rexburg | ID | 09/2019 | 12/2019 |
| Bank Of America, N.A. | Idaho Falls | ID | 05/2021 | 01/2025 |
| Wells Fargo Clearing Services, Llc | Boise | ID | 01/2025 | Present |
RAUMA ENTERPRISES ; INV RELATED; IDAHO FALLS,ID; FAMILY S CORP;100% OWNERSHIP; START DATE: 12/23/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; | YELLOWSTONE GRAND PRIX ; NOT INV RELATED; IDAHO FALLS,ID; INVESTMENT ;5% OWNERSHIP; START DATE: 01/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-21 |
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