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123 East 2Nd Avenue, Spokane, WA 99202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-18 |
| WA | RA | APPROVED | 2021-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hoyt, Lewis And Associates | Spokane | WA | 08/2007 | 07/2021 |
| Holden Ray, Llc | Spokane | WA | 12/2014 | Present |
| Lpl Financial, Llc | Spokane | WA | 10/2015 | Present |
| Financial Advocates Investment Management | Olympia | WA | 10/2015 | 07/2021 |
| Fortitude Financial | Spokane | WA | 02/2021 | Present |
(1) 10/26/2015: Holden Ray LLC - Real Estate Rental - Investment Related - 123 E 2nd Ave. - Start 09/26/2014 - No Time Spent - Property holding company income is received as rents from tenants typically 100% offset by expenses. (2) 08/31/2016: Associates of Clifton Park - Non-Variable Insurance - Investment Related - 123 E 2nd Ave., Spokane, WA 99202 - Start 12/01/2015 - 2 Hr/Mo; 2 Hour(s) During Securities Trading - Health and Long-Term Care Insurance Sales (3) 7/20/2021 - Fortitude Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/09/2021 - 40 Hours Per Month/0 Hours During Securities Trading. (4) 7/27/2021 - Fortitude Financial, LLC - DBA: (Hybrid) Fortitude Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 07/09/2021 - 40 Hours Per Month During Securities Trading. (5) 7/27/2021 - Fortitude Financial, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 07/09/2021 - 40 Hours Per Month/0 Hours During Securities Trading - I provide investment advisory services through Fortitude Financial, LLC, an independent investment advisor firm. I started this business activity in 07/2021. I expect to spend approximately 40 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. (6) 03/11/2024 - EQ Labs, LLC - Non-Inv Related - Spokane, WA - Other - Rep's Business - Started: 10/17/2023 - 40 Hrs/Mo; 0 Hrs During Trading. (7) 04/04/2025 - EQ Records Collective - Non-Inv Related - Owner/Operator - 123 E 2nd Ave, Suite B Spokane WA 99202- Non-profit/charity organization created for the purposes of helping the disabled or handicapped come in to enjoy the experiences of playing and recording their own music - Oversee the organization overall and help produce these tracks and records- Started: 03/15/2025 - 20 Hrs/Week; 0 Hrs During Trading -Website address for the organization: eqrecords.org - email: j@eqrecords.org.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-15 |
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