Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-03-27
  • ID RA
    APPROVED
    Since 2025-03-27

Branch Locations

1221 W Emma Ave, Coeur D'ALene, ID 83814 • 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
OrganizationCityStateFromTo
Hub International Northwest Llc Spokane WA 09/2022 09/2023
Hub International Northwest Llc Spokane WA 06/2021 09/2022
Hub International Northwest Llc Spokane WA 10/2018 06/2021
Farmers Insurance-Melissa Rehm Agency Billings MT 09/2015 10/2018
Unemployed Coeur D' Alene ID 09/2023 12/2023
Thrivent Investment Management Inc. Spokane WA 11/2023 03/2025
Thrivent Financial Appleton WI 12/2023 06/2024
Thrivent Financial Appleton WI 06/2024 03/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated Coeur D Alene ID 03/2025 Present
Bank Of America, N.A. Coeur D Alene ID 04/2025 Present
  • 09/2022 → 09/2023
    Hub International Northwest Llc
    Spokane, WA
  • 06/2021 → 09/2022
    Hub International Northwest Llc
    Spokane, WA
  • 10/2018 → 06/2021
    Hub International Northwest Llc
    Spokane, WA
  • 09/2015 → 10/2018
    Farmers Insurance-Melissa Rehm Agency
    Billings, MT
  • 09/2023 → 12/2023
    Unemployed
    Coeur D' Alene, ID
  • 11/2023 → 03/2025
    Spokane, WA
  • 12/2023 → 06/2024
    Thrivent Financial
    Appleton, WI
  • 06/2024 → 03/2025
    Thrivent Financial
    Appleton, WI
  • 03/2025 → Present
    Coeur D Alene, ID
  • 04/2025 → Present
    Bank Of America, N.A.
    Coeur D Alene, ID
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-07
  • S66 Uniform Combined State Law Examination
    2024-02-07

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Coeur D'alene, ID

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor