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3715 E. Overland Road Ste 205, Meridian, ID 83642 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-05-27 |
Branch Locations
3715 E. Overland Road Ste 205, Meridian, ID 83642 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Treasure Valley Financial Planning | Meridian | ID | 04/2026 | Present |
| Clear Creek Financial Management, Llc Dba Tvfp | Silverdale | WA | 01/2023 | 03/2024 |
| More Than Suites, Llc | Nampa | ID | 11/2022 | 08/2024 |
| Let Us Clip Ya | Rexburg | ID | 07/2015 | 07/2017 |
| Freeman Clothing Co | Rexburg | ID | 07/2017 | 07/2018 |
| Lds Church | Salt Lake City | UT | 07/2018 | 03/2020 |
| Walmart | Rexburg | ID | 03/2020 | 06/2020 |
| Freeman Clothing Co | Rexburg | ID | 06/2020 | 12/2022 |
| Clear Creek Financial Management, Llc Dba Tvfp | Silverdale | WA | 03/2024 | 08/2026 |
More Than Suites, LLC, Not investment related, 25 S Sugar Loop Ln, Nampa, ID 83687, Men's retail, owner, started 11/2022, 8 hours per month, zero hours during trading hours, operator
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-27 |
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