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Current Employers
Treasure Valley Financial Planning

3715 E. Overland Road Ste 205, Meridian, ID 83642 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2026-07-08
  • ID RA
    APPROVED
    Since 2026-07-08

Branch Locations

3715 E. Overland Road Ste 205, Meridian, ID 83642 • 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
Renaissance Financial Sandy UT 01/2024 07/2025
Pointe Marketing Manchester NH 05/2023 08/2023
Check City Provo UT 11/2021 04/2023
Pointe Marketing Portland OR 05/2021 08/2021
Niche Academy Provo UT 09/2021 11/2021
Privatus Wealth Management Provo UT 09/2023 10/2023
Doordash Provo UT 01/2021 04/2021
Encor Solar Lehi UT 09/2020 01/2021
The Church Of Jesus Christ Of Latter Day Saints Birmingham 08/2018 08/2020
Hubbard Family Swim School Mesa AZ 09/2017 07/2018
Slickables Mesa AZ 06/2017 09/2017
Unemployed Mesa AZ 01/2015 06/2017
Unemployed Provo UT 10/2023 01/2024
Cetera Wealth Services, Llc El Segundo CA 12/2023 08/2025
Cetera Wealth Services, Llc El Segundo CA 08/2025 01/2026
Treasure Valley Financial Planning Meridian ID 02/2026 Present
Clear Creek Financial Management, Llc Dba Tvfp Silverdale WA 02/2026 08/2026
  • 01/2024 → 07/2025
    Renaissance Financial
    Sandy, UT
  • 05/2023 → 08/2023
    Pointe Marketing
    Manchester, NH
  • 11/2021 → 04/2023
    Check City
    Provo, UT
  • 05/2021 → 08/2021
    Pointe Marketing
    Portland, OR
  • 09/2021 → 11/2021
    Niche Academy
    Provo, UT
  • 09/2023 → 10/2023
    Privatus Wealth Management
    Provo, UT
  • 01/2021 → 04/2021
    Doordash
    Provo, UT
  • 09/2020 → 01/2021
    Encor Solar
    Lehi, UT
  • 08/2018 → 08/2020
    The Church Of Jesus Christ Of Latter Day Saints
    Birmingham
  • 09/2017 → 07/2018
    Hubbard Family Swim School
    Mesa, AZ
  • 06/2017 → 09/2017
    Slickables
    Mesa, AZ
  • 01/2015 → 06/2017
    Unemployed
    Mesa, AZ
  • 10/2023 → 01/2024
    Unemployed
    Provo, UT
  • 12/2023 → 08/2025
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 08/2025 → 01/2026
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 02/2026 → Present
    Meridian, ID
  • 02/2026 → 08/2026
    Clear Creek Financial Management, Llc Dba Tvfp
    Silverdale, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-01
  • S65 Uniform Investment Adviser Law Examination
    2026-07-01

View on SEC IAPD

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