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2000 John Loop, Coeur D'ALene, ID 83814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2022-10-25 |
Branch Locations
2000 John Loop, Coeur D'ALene, ID 83814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2014-06-17 |
| ID | RA | APPROVED | 2010-06-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sherman Portfolios, Llc | Coeur D'ALene | ID | 10/2022 | Present |
| Pinkerton Retirement Specialists, Llc | Coeur D'ALene | ID | 06/2010 | Present |
| Triad Advisors, Inc. | Norcross | GA | 05/2016 | 12/2020 |
1)Pinkerton Retirement Spec.LLC;investment related;2000 John Loop,Coeur D'Alene,ID;dba/RIA;COO,wealth advisor;6/2010, 2/2011(RIA);60 hrs/month;5 hrs during trading;chief operating officer,wealth advisor 2)Pinkerton Living Trust;14701 S. Heritage Dr,Coeur D'Alene,ID 83814;co-successor trustee;co-successor trustee;7/6/2006;0 hrs/month;0 hrs during trading;co-successor trustee for the Daniel W. Pinkerton Living Trust 3.Sherman Portfolios, LLC Coeur D'Alene, ID Investment Adviser Investment Adviser Representative Since 10/2022 Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-18 |
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