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9361 Bayshore Drive Nw, Silverdale, WA 98383 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-01-22 |
Branch Locations
9361 Bayshore Drive Nw, Silverdale, WA 98383 • United States
1739 S Jade Way Unit 100, Meridian, ID 83642 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alliance Defending Freedom | Scottsdale | AZ | 04/2018 | 08/2018 |
| Alliance Defending Freedom | Scottsdale | AZ | 04/2019 | 08/2019 |
| Alliance Defending Freedom | Scottsdale | AZ | 06/2020 | 12/2020 |
| Alliance Defending Freedom | Scottsdale | AZ | 05/2021 | 05/2023 |
| Student/Unemployed | Scottsdale | AZ | 05/2023 | 12/2023 |
| Student | Scottsdale | AZ | 01/2014 | 03/2018 |
| Clear Creek Financial Management | Meridian | ID | 12/2023 | Present |
| Student | Phoenix | AZ | 09/2018 | 03/2019 |
| Student | Phoenix | AZ | 09/2019 | 05/2020 |
| Student | Phoenix | AZ | 01/2021 | 04/2021 |
Boise Highlanders (bagpiper); not investment related; playing bagpipes; bagpipe player; 2/2024; 3 hours per month, none during trading hours; playing bagpipes for tips. The Schreckengost Future of Care Foundation; A non-voting advisory role on the The Schreckengost Future of Care Foundation's investment and finance committee. Assist with financial oversight, investment strategy input, risk management, and performance monitoring; Five to ten hours per quarter; not investment related; zero hours during trading hours; no compensation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-30 |
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