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Camas, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-03-16 |
| MT | RA | APPROVED | 2026-01-22 |
| CA | RA | APPROVED | 2024-09-27 |
| FL | RA | APPROVED | 2024-09-27 |
| NV | RA | APPROVED | 2024-09-27 |
| OR | RA | APPROVED | 2024-09-27 |
| MA | RA | APPROVED | 2024-04-04 |
| AZ | RA | APPROVED | 2024-01-30 |
| TX | RA | APPROVED_RES | 2019-06-11 |
| WA | RA | APPROVED | 2016-11-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Csla Financial | Sheridan | WY | 07/2016 | Present |
| Fosterus | Wilmington | NC | 01/2022 | Present |
| Independent Insurance Agent | Escondido | CA | 01/2012 | Present |
1) CSLA Technologies; non-investment related; Address: 30 N Gould Suite #5480, Sheridan WY 82801; Nature of Business: Develops CRM software for financial professionals who are providing advice to borrower's of student loans; Relationship: Minority owner; Start Date: 8/11/16; # of hours devoted to business: 5 hour per month; # hours during trading hours: 1 hour per month; Duties: Minority owner with no day to day responsibilities. 2) Certified Student Loan Advisor Board of Standards; non-investment related; Address: 7920 Preston Road, Suite 200 Plano, TX 75024; Title: Chairman of Board of Directors; Start Date: 3/2/16; # of hours devoted to business: 10 hour per month; # of hours during trading hours: 2 hour per month; Duties: oversees a professional designation and course content for financial professionals who advice clients about student loan repayment. 3) Insurance; non-investment related; Address: 3310 NE Tillicum Cir., Camas, WA 98607; Title: Independently licensed insurance agent; Start Date: 01/2012; # of hours devoted to business: 8 hours per month; # of hours during trading hours: 2 hours per month; Insurance sales 4)Fosterus; non-investment related; Address: 5426 Dunmore Rd. Wilmington, NC 28409; Nature of business: Fosterus a 501C3 non profit that supports public service employment by operating student loan repayment assistance programs; Position: Board Member; Start date: 1/1/22; # of hours per month to the other business: 10 hours per month; # of hours per month during securities trading hours: .25 hours per month; Describe duties: I sit on the board and help the organization make decisions to further their mission.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-28 |
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