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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagemark/Open Advisors | Meridian | ID | 01/2018 | Present |
| Dutch Bros Coffee | Boise | ID | 01/2017 | 08/2017 |
| Morrison Construction, Llc | Boise | ID | 05/2017 | 01/2018 |
| Arch Coal | Gillette | WY | 09/2015 | 05/2017 |
| Gardner Construction | Gillette | WY | 06/2013 | 09/2016 |
| Lincoln Financial Advisors Inc | Meridian | ID | 10/2019 | 01/2025 |
| Osaic Wealth, Inc. | Meridian | ID | 01/2025 | Present |
1) JESSE WOODS/OPEN ADVISORS 2008 N SPRINGLAND PL. BOISE, ID 83713 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFER DISABILITY, LONG TERM CARE, AND TRADITIONAL LIFE INSURANCE; FIXED ANNUITIES START DATE: 5/2020 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 2) JESSE WOODS 2008 N SPRINGLAND PL. BOISE, ID 83713 CATEGORY: NOTARY PUBLIC INVESTMENT-RELATED: NO TITLE: SELF DUTIES: PROVIDE NON-SECURITIES-RELATED NOTARY SERVICES START DATE: 11/2021 HOURS PER MONTH: 0 HOURS PER MONTH DURING TRADING HOURS: 0 3)JESSE WOODS/WOODS TO VALLEY LLC. BOISE, ID CATEGORY: SERVICE INDUSTRY/LEGAL ENTITY INVESTMENT-RELATED: NO TITLE: GENERAL PARTNER DUTIES: BACK OFFICE ACTIVITIES AND MARKETING OF CONSTRUCTION COMPANY START DATE: 5/2024 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-13 |
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