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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-11-25 |
Branch Locations
1427 N Liberty Lake Rd, Liberty Lake, WA 99019 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Boise | ID | 06/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boise | ID | 11/2016 | 07/2021 |
| Cuso Financial Services, Lp | San Diego | CA | 07/2021 | 09/2022 |
| Numerica Credit Union | Spokane Valley | WA | 07/2021 | 10/2025 |
| Cetera Investment Services Llc | St Cloud | MN | 09/2022 | Present |
| Cetera Investment Advisers Llc | Spokane Valley | WA | 09/2022 | Present |
| Washington Trust Bank | Liberty Lake | WA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-07 |
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