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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-11-14 |
Branch Locations
1045 N Yellowstone Ave, Pocatelllo, ID 83201 • United States
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-11-07 |
Branch Locations
1111 S Silverstone Way Suite 120, Meridian, ID 83642 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Meridian | ID | 03/2023 | 03/2024 |
| Idaho Central Credit Union | Chubbuck | ID | 03/2014 | Present |
| Securities America, Inc. | Meridian | ID | 03/2024 | 06/2024 |
| Osaic Wealth, Inc. | Meridian | ID | 06/2024 | 11/2025 |
| Pfg Advisors, Llc | Meridian | ID | 07/2024 | 11/2025 |
| Osaic Institutions, Inc. | Meriden | CT | 11/2025 | Present |
| Osaic Advisory Services, Llc | Pocatello | ID | 11/2025 | Present |
1.) IDAHO CENTRAL CREDIT UNION POSITION: Employee NATURE: Credit Union INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/26/2014 ADDRESS: 4400 Central Way, Chubbuck ID 83202 DESCRIPTION: Employee of credit union
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-01 |
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