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739 Bryden Suite B, Lewiston, ID 83501 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-10-06 |
| WA | RA | APPROVED | 2017-04-25 |
| ID | RA | APPROVED | 2017-04-21 |
| TX | RA | APPROVED | 2017-04-21 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Lewiston | ID | 07/2009 | 04/2017 |
| Elite Financial, Inc | Lewiston | ID | 04/2017 | Present |
1. 2/17/2012 - RLS PROPERTIES, LLC - REAL ESTATE RENTAL - INV REL - AT REPORTED BUSINESS LOCATION - Building commercial building for Elite Financial Office and will be leasing out other side for income. Will have multiple clients I work with doing subcontacted work to build the property via bid and acceptance - 3% TIME SPENT. 2.. 6/27/2012 - ELITE FINANCIAL, INC - NON-VARIABLE INSURANCE - INV REL - AT REPORTED BUSINESS LOCATION - change Crump insurance corp to Elite Financial inc. We are using Crump brokerage to sell fixed life and disability insurance - 15% TIME SPENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-18 |
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