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9361 Bayshore Drive Nw, Silverdale, WA 98383 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-28 |
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