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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-02-14 |
Branch Locations
1151 E. Iron Eagle Drive Suite 200, Eagle, ID 83616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Family Tree Financial | Eagle | ID | 05/2023 | Present |
| Sara Rodewald Real Estate, Llc | Kuna | ID | 06/2020 | Present |
| Saraisms, Llc | Kuna | ID | 06/2021 | Present |
| Unemployed | Boise | ID | 01/2014 | 06/2020 |
| Nomi & Brave | Boise | ID | 01/2019 | Present |
| Osaic Wealth, Inc. | Eagle | ID | 10/2023 | Present |
1. SARAISMS, LLC POSITION: Owner/Author NATURE: Children's Book and Brand "Nomi and Brave" INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 973 E Esquel St Kuna ID 83634 DESCRIPTION: I wrote a couple of children's books that are self-published and printed on demand. 2 local stores order them from me at wholesale to sell in their stores, and I occasionally have to fulfill those orders and deliver them. 2. SARA RODEWALD REAL ESTATE, LLC POSITION: Realtor, Owner NATURE: Real Estate; LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 07/09/2020 ADDRESS: 973 E Esquel St Kuna ID 83634 DESCRIPTION: My husband runs the business, and occasionally I will assist in the following ways:--Show properties to clients--Discuss/Negotiate with cooperating broker/agents--Write purchase and sell agreements (offers)--Conduct property analysis/CMA for potential listings--Offer advice on housing market conditions 3. FAMILY TREE FINANCIAL POSITION: Insurance Producer NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 04/01/2024 ADDRESS: 379 East Shore Dr Eagle ID 83616 DESCRIPTION: Insurance sales and service for multiple carriers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-13 |
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