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Current Employers
Demars Financial Group Llc

420 N Evergreen Ste 300, Spokane Valley, WA 99216 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2020-01-15
  • WA RA
    APPROVED
    Since 2020-01-15

Branch Locations

420 N Evergreen Ste 300, Spokane Valley, WA 99216 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brent M Sears Financial, Inc./Guidance Financial Spokane WA 06/2002 Present
Centaurus Financial, Inc. Anaheim CA 08/2010 01/2020
Crown Capital Securities Orange CA 01/2020 05/2024
Demars Financial Group Spokane WA 01/2020 Present
Lpl Financial Llc Spokane Valley WA 05/2024 Present
  • 06/2002 → Present
    Brent M Sears Financial, Inc./Guidance Financial
    Spokane, WA
  • 08/2010 → 01/2020
    Anaheim, CA
  • 01/2020 → 05/2024
    Crown Capital Securities
    Orange, CA
  • 01/2020 → Present
    Demars Financial Group
    Spokane, WA
  • 05/2024 → Present
    Lpl Financial Llc
    Spokane Valley, WA
Previous Registrations
  • 2010-08-25 → 2020-01-20
    Seattle, WA
    Spokane Valley, WA
  • 2008-01-23 → 2010-08-27
    Investment Advisors International, Inc.
    Spokane Valley, WA
Other Businesses

1) 05/01/2024 - Demars Financial Group LLC - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 1/1/2020 - 100 Hrs/Mo; 6 Hrs During Trading. 2) 05/01/2024 - No Business Name - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Started: 1/15/2020 - 6 Hrs/Mo; 1 Hr During Trading. 3) 05/01/2024 - GUIDANCE FINANCIAL PLANNING - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 6/7/2002 - 10 Hrs/Mo; 1 Hr During Trading. 4) 05/07/2024 - Demars Financial Group LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Advisor - Started: 1/15/2020 - 160 Hrs/Mo; 8 Hrs During Trading - I provide investment advisory services through Demars Financial Group, LLC., an independent investment advisor firm. I started this business activity in 5/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 05/07/2024 - Demars Financial Group LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Started: 1/15/2020 - 160 Hrs/Mo; 8 Hrs During Trading - I provide investment advisory services through Demars Financial Group, LLC., an independent investment advisor firm. I started this business activity in 5/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-07-27
  • S63 Uniform Securities Agent State Law Examination
    1999-07-27
Designations

View on SEC IAPD

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