File Form U4 through CRD under the associated adviser. Idaho requires Series 65, or Series 66 with both SIE and Series 7; enumerated current professional designations waive the examination requirement. The state fee is $30, registration expires December 31, and the statutory dual agent/IAR fee exception is limited to its stated firm-registration conditions. Do not assert Idaho IAR CE/EVEP participation without a current state source.
Closure evidence — 2026-08-26: https://www.finance.idaho.gov/wp-content/uploads/2023/06/SB-Inverstment-Advisor-Investment-Adviser-Representative-Registration-and-Exemption-Information.pdf and Idaho Code §30-14-410.
Prelicensing education
- Education requirement explanation
- Qualification and any accepted alternative or waiver must match the current state rule; exam passage alone is not registration.
Background
- Fingerprint / background instructions
- Form U4 disclosures and regulator follow-up apply; no separate fingerprint requirement is inferred unless expressly documented.
Application
- Application fee
- The state fee is $30, registration expires December 31, and the statutory dual agent/IAR fee exception is limited to its stated firm-registration conditions.
- Application channel / system
- File Form U4 through CRD under the associated adviser.
- Official application reference
- https://www.finance.idaho.gov/wp-content/uploads/2023/06/SB-Inverstment-Advisor-Investment-Adviser-Representative-Registration-and-Exemption-Information.pdf
Renewal & maintenance
- CE hours
- FINRA, state, and firm continuing-education duties depend on effective registrations and current rules.
Portability
- Portability / mobility notes
- Registration is firm-, function-, and jurisdiction-specific; examination validity and approval are separate.
Military / veteran / spouse
- Military experience / education credit
- No broad military credit is asserted unless expressly documented.
Source governance
- Primary authoritative source
- https://www.finance.idaho.gov/wp-content/uploads/2023/06/SB-Inverstment-Advisor-Investment-Adviser-Representative-Registration-and-Exemption-Information.pdf
- Last verified date
- 2026-08-26
- Verification status
- Verified
- Review / recheck date
- 2026-09-26
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