Drew M. Mccurdy

Current Employers

Desert Rose Capital Management, Inc.

2929 W. Navigator Drive Ste. 320, Meridian, ID 83642 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-07-24

CA RA
APPROVED

Since 2023-07-24

Branch Locations

2929 W. Navigator Drive Ste. 320, Meridian, ID 83642 • United States

42 S. Highway 26, Suite E, Valley Springs, CA 95252 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Desert Rose Capital Management, Inc.	Meridian	ID	07/2023	Present
Aspen Creek Financial	Reno	NV	04/2018	Present
Appreciation Financial	Henderson	NV	04/2017	04/2018
Its Conglobal	Stockton	CA	03/2006	Present

07/2023 → Present

Desert Rose Capital Management, Inc.

Meridian, ID
04/2018 → Present

Aspen Creek Financial

Reno, NV
04/2017 → 04/2018

Appreciation Financial

Henderson, NV
03/2006 → Present

Its Conglobal

Stockton, CA

Other Businesses

ITS Conglobal 6540 S Austin Rd; Stockton CA 92515 Transportation Industry Not investment related Title: Operations Manager 36 hours/week Sunday - Tuesday Ensure the smooth and efficient functioning of day-to-day operations by overseeing processes, workflows, and activities across various departments or teams. Aspen Creek Financial Self employed, Insurance Title: Regional Advisor 30 hours/week Wednesday-Saturday Conducted in-depth consultations with clients to assess their retirement goals, risk tolerance, and financial situations. Developed comprehensive plans tailored to individual clients' needs, considering factors such as income sources, portfolios, and tax strategies.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-02-18

S65 Uniform Investment Adviser Law Examination

2023-02-18

Other Names

Drew Mccurdy

View on SEC IAPD