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873 E. State Street, Eagle, ID 83616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-04-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Management Associates | Eagle | ID | 10/2023 | 04/2024 |
| Osaic Wealth | Atlanta | GA | 10/2023 | Present |
| The 401K Source | Boise | ID | 04/2021 | 10/2023 |
| American National Insurance | Meridian | ID | 07/2020 | 07/2021 |
| Donny Hopoi Llc | Boise | ID | 05/2019 | 08/2020 |
| Boise State University | Boise | ID | 05/2016 | 05/2019 |
| Wealth Management Associates | Eagle | ID | 04/2024 | Present |
1) Wealth Management Associates; investment-related; 873 E. State Street, Eagle, ID 83616; DBA of Continuum Advisory, LLC; IAR and Registered Admin; 04/04/2024; 40 hours a week; client-facing and administrative duties. 2) Insurance Sales; Donny Hopoi/Wealth Management Associates; investment related; 873 E State Street, Eagle, ID 83616, life/health insurance; advisor; 2021; 5 hrs/month; 5 hrs during trading; offers life insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-29 |
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