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6501 N Cedar Road Building 4, Suite C, Spokane, WA 99208 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-02-25 |
Branch Locations
6501 N Cedar Road Building 4, Suite C, Spokane, WA 99208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Spokane | WA | 09/2017 | 07/2020 |
| New York Life Insurance Co. | Spokane | WA | 07/2020 | 07/2024 |
| Eagle Strategies Llc | Spokane | WA | 09/2020 | 07/2024 |
| United Healthcare | Spokane | WA | 01/2024 | Present |
| Columbia Advisory Partners Llc | Spokane | WA | 02/2025 | Present |
| Consumer Direct Wa | Spokane | WA | 09/2024 | Present |
| Schwab Private Client Investment Advisory, Inc. | Lone Tree | CO | 09/2007 | 09/2017 |
| Nylife Securities Llc | Spokane | WA | 08/2020 | 07/2024 |
[Republican GOP ; Precinct Captain-volunteer educating voters on candidates, initiatives and referendums; 901 N Monroe St, Suite 335 Spokane, WA 99201; Start Date 07/2023; Role/Title: Volunteer; Not Investment Related; 15 hours per month; 0 hours per month during securities trading hours] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products ; PO Box 189, White Salmon, WA 98672; Start Date 02/2024; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-12 |
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