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720 W Boone Ave Ste 100, Spokane, WA 99201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-23 |
| WA | RA | APPROVED | 2000-01-10 |
Branch Locations
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 |
|---|---|---|---|---|
| Quantum Financial Planning Services, Inc. | Spokane | WA | 09/1995 | Present |
| Securities Service Network, Inc. | Spokane | WA | 06/1999 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-02-24 |
| S65 | Uniform Investment Adviser Law Examination | 1998-02-16 |
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