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234 E 1St N, Rexburg, ID 83440 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-05-14 |
| ID | RA | APPROVED | 2026-04-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kpmg Llp | Dallas | TX | 10/2015 | 07/2018 |
| Avantax Investment Services, Inc. | Rexburg | ID | 02/2018 | 08/2020 |
| Sutton Legacy Group | Rexburg | ID | 08/2017 | 08/2020 |
| Avantax Advisory Services | Dallas | TX | 10/2019 | 08/2020 |
| Dynamic Wealth Advisors Dba Centennial Wealth Management | Rexburg | ID | 08/2020 | 04/2026 |
| Sutton & Simmons | Rexburg | ID | 07/2018 | 08/2020 |
| Sand Creek Capital, Llc Dba Centennial Wealth Management | Rexburg | ID | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-08 |
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