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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-11-08 |
Branch Locations
421 W Riverside Avenue Suite 1450, Spokane, WA 99201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kms Financial Services, Inc. | Seattle | WA | 03/2015 | 11/2020 |
| Securities America, Inc. | Spokane | WA | 11/2020 | 06/2024 |
| Arbor Point Advisors | Spokane | WA | 11/2020 | 11/2024 |
| Osaic Wealth, Inc. | Spokane | WA | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
***DBA - A R M Wealth Mgmt. ***A R M WEALTH MGMT. -Agent -A R M Wealth Mgmt INVEST RELATED Yes #HRS 2 SEC TRADE HRS 0 -1/1/16 -421 W Riverside Ave Ste 1450, Spokane WA 99201 -Fixed and variable annuities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-07 |
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