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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-08-12 |
| ID | RA | APPROVED | 2022-08-25 |
| TX | RA | APPROVED | 2022-08-25 |
Branch Locations
3729 Woodking Dr Ste 1, Idaho Falls, ID 83404-4720 • United States
116 E Fir St Ste B, Mount Vernon, WA 98273 • United States
100 2Nd Ave S Ste 140, Edmonds, WA 98020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Idaho Falls | ID | 01/2008 | 08/2022 |
| East Idaho Credit Union | Idaho Falls | ID | 01/2008 | 08/2022 |
| Ameriprise Financial Services, Llc | Idaho Falls | ID | 08/2022 | Present |
Independent Insurance Brokering; Western United Life Assurance/ Manhattan Life; 10/01/2022; Fixed Annuity. Business Ownership; Bright Star Management, LLC; Owner; Manage Ameriprise Business; 2255 Quail Ridge Drive , , Ammon, ID, 83401; Investment-Related; 08/01/2022; 40 to 59 hours per month; 40 to 59 during trading hours / Rush Beds Ranch LLC; Co-owner; Real Estate; Swan Valley HWY 26, Across from HWY rest stop, Ririe , ID, 83443; Not Investment-Related; 06/08/2026; 0 hours per month; 0 during trading hours / Smart Horizons, LLC; Co-owner; Manage Ameriprise Business; 3729 Woodking Drive , #1, Idaho Falls, ID, 83404; Investment-Related; 09/01/2026; 40 to 59 hours per month; 60 during trading hours. Outside Employment; Bright Star Management, LLC; Owner; Manage advisory business; 900 Pier View Drive , Suite 204, Idaho Falls, ID, 83402; Investment-Related; 05/01/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-06-23 |
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