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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-09-11 |
| TX | RA | APPROVED | 2025-09-11 |
Branch Locations
950 W Bannock St Suite 700, Boise, ID 83702 • United States
Boise, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mountain America Credit Union | Garden City | ID | 08/2015 | 11/2018 |
| Lpl Financial Llc | Garden City | ID | 02/2018 | 11/2018 |
| Keybank | Boise | ID | 11/2018 | 03/2019 |
| Wells Fargo Clearing Services, Llc | Boise | ID | 03/2019 | 09/2025 |
| Raymond James & Associates, Inc. | Boise | ID | 09/2025 | Present |
| Key Investment Services | Boise | ID | 12/2018 | 03/2019 |
TWIN RIVERS CREATIVE, LLC, NOT INVT RELATED, BOISE, ID, CO-OWNER WITH SPOUSE, START DATE 4/15/2024, 20 HRS PER MONTH DEVOTED, 0 HRS DEVOTED DURING BUSINESS, 0 HRS DEVOTED DURING TRADING, ASSIST IN DESIGNING AND PACKEAGE GOODS FOR SALE. CO-OWNED WITH MY SPOUSE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-06 |
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