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Current Employers
Clear Creek Financial Management, Llc

9361 Bayshore Drive Nw, Silverdale, WA 98383 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2024-03-11
  • ID RA
    APPROVED
    Since 2024-03-11

Branch Locations

1817 N Lakes Pl Suite 100, Meridian, ID 83646 • United States

9361 Bayshore Drive Nw, Silverdale, WA 98383 • 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
Student Zillah WA 02/2014 04/2017
Envi Pest And Lawn Meridian ID 04/2017 04/2018
Missionary Culiacion Rosales 04/2018 04/2020
Evo Automation Rexburg ID 04/2020 01/2023
Spire Outsourcing Fort Worth TX 02/2023 11/2023
Treasure Valley Financial Planning Meridian ID 06/2023 09/2023
Clear Creek Financial Management Meridian ID 12/2023 Present
  • 02/2014 → 04/2017
    Student
    Zillah, WA
  • 04/2017 → 04/2018
    Envi Pest And Lawn
    Meridian, ID
  • 04/2018 → 04/2020
    Missionary
    Culiacion Rosales
  • 04/2020 → 01/2023
    Evo Automation
    Rexburg, ID
  • 02/2023 → 11/2023
    Spire Outsourcing
    Fort Worth, TX
  • 06/2023 → 09/2023
    Treasure Valley Financial Planning
    Meridian, ID
  • 12/2023 → Present
    Clear Creek Financial Management
    Meridian, ID
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-28
  • S65 Uniform Investment Adviser Law Examination
    2024-02-28

View on SEC IAPD

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