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Account
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9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-05-21 |
Branch Locations
3715 East Overland Rd. Suite 240, Meridian, ID 83642 • United States
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services, Llc | Brooklyn | OH | 10/2023 | 01/2024 |
| Keybank | Boise | ID | 10/2023 | 01/2024 |
| Keybank | Boise | ID | 05/2022 | 06/2023 |
| Keybank | Boise | ID | 06/2023 | 10/2023 |
| Boise State University | Boise | ID | 08/2019 | 05/2023 |
| Trabuco Hills High School | Mission Viejo | CA | 08/2015 | 06/2019 |
| Freedom Private Wealth | Meridian | ID | 01/2024 | Present |
| Coppell Advisory Solutions Llc | Coppell | TX | 04/2024 | Present |
Jalen is an insurance agent at Freedom Private Wealth. He spends about 80 hours/month on the OBA. During securities trading hours he devotes about 3-4 hours. He also runs numbers and creates illustrations. He takes notes in meeting while his manager discusses products with the client.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-15 |
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