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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-01-12 |
Branch Locations
1111 W Jefferson Street Suite 420, Boise, ID 83702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Etesian Wealth Advisors | Lake Oswego | OR | 09/2015 | 09/2017 |
| Ntb Financial | Centennial | CO | 09/2017 | 10/2018 |
| Lpl Financial, Llc | Lake Oswego | OR | 01/2019 | 09/2020 |
| Unemployed | Lake Oswego | OR | 10/2018 | 01/2019 |
| Sagepoint Financial, Inc. | Lake Oswego | OR | 09/2020 | 07/2021 |
| Ubs Financial Services | Boise | ID | 07/2021 | 02/2023 |
| D.A. Davidson & Co. | Boise | ID | 02/2023 | 01/2026 |
| Rbc Capital Markets, Llc | Boise | ID | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-13 |
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