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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2020-12-04 |
| TX | RA | APPROVED | 2020-12-04 |
Branch Locations
800 West Main Street Suite 1260 (12Th Floor), Boise, ID 83702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Boise | ID | 10/2017 | 12/2020 |
| Bpa Health, Inc | Boise | ID | 04/2012 | 10/2017 |
| Stifel Nicolaus & Co Inc | Boise | ID | 12/2020 | Present |
1. Rising Tide, LLC; 2120 E Lanark, Meridian, ID 83687; A single piece of commercial real estate; Member; Prepare annual tax return; 08/01/2011; 5 Hours per Year; Not During Securities Trading Hours; Investment-Related. 2. Treasure Valley CFO Forum; 3251 E Presidential Dr, Meridian, ID 83646;; Professional networking, development, and community involvement; Member and Event Planning Committee Member; Part of the annual event planning and getting sponsorships; 06/01/2012; 5 Hours per Month; During Securities Trading Hours; Investment-Related. 3. Treasure Valley CFO Forum, Inc; 10400 Overland Rd 348, Boise, ID 83709; Industry association for CFOs; Board Member; Events or Member Chairperson; 01/10/2022; 5 Hours per Month; During Securities Trading Hours; Not Investment-Related. 4. Hillcrest Country Club; 4610 Hillcrest Dr Boise, ID 83705; Country Club; Finance Committee; Reviewing club finances and making recommendations to the Board; 04/01/2025; 2 hrs/month; During securities trading hours; Not Investment-Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-21 |
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