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500 North Washington Suite 202, Ketchum, ID 83340 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-04-18 |
Branch Locations
500 North Washington Suite 202, Ketchum, ID 83340 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Capital Advisory | Ketchum | ID | 04/2024 | Present |
| 12 Peaks Financial Llc | Ketchum | ID | 11/2023 | Present |
| Idaho First Bank | Ketchum | ID | 11/2019 | 09/2023 |
| Becker, Chambers & Co. P.A. | Hailey | ID | 07/2015 | 11/2019 |
I am the owner of an accounting and consulting business for individuals and businesses, not investment related, that I started in January of 2024. I devote approximately 8 hours/week to this business during trading hours, 32 hours/month. Duties include data inputting and bookkeeping.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-24 |
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