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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2022-11-29 |
Branch Locations
1673 W Shoreline Dr. Suite 140, Boise, ID 83702 • United States
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spray 'n Coat Painting | Boise | ID | 07/2017 | 08/2018 |
| Renewal By Andersen | Boise | ID | 08/2015 | 07/2017 |
| Thrivent Investment Management Inc | Boise | ID | 06/2018 | 08/2019 |
| Thrivent Financial | Appleton | WI | 09/2018 | 11/2018 |
| Thrivent Financial | Appleton | WI | 11/2018 | 08/2019 |
| Creative Financial Designs, Inc. | Kokomo | IN | 08/2019 | 05/2020 |
| Costco | Boise | ID | 03/2020 | 06/2020 |
| Bikes And Beans | Boise | ID | 09/2019 | 08/2022 |
| Tree City Advisors | Boise | ID | 06/2020 | Present |
| Costco | Boise | ID | 10/2020 | 02/2021 |
| Apollon Wealth Management, Llc | Boise | ID | 11/2022 | Present |
1) Nicholas Daniels is registered as an investment adviser representative of Tree City Advisors, LLC for transition purposes only.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-04 |
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