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385 E Penny Road Suite 101B, Wenatchee, WA 98801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | SUSPENSION | 2026-04-10 |
| OR | RA | APPROVED | 2025-10-24 |
| IN | RA | APPROVED | 2021-08-30 |
| IL | RA | APPROVED | 2021-08-27 |
Branch Locations
385 E Penny Road Suite 101B, Wenatchee, WA 98801 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Principal Life Insurance Company | Wenatchee | WA | 07/2015 | Present |
| Equilus Financial Group, Inc. | Wenatchee | WA | 07/2015 | Present |
| Apex Advisory Group Inc | Spokane | WA | 05/2016 | 04/2019 |
Equilus Capital Partners LLC is a business that invests members holding into real estate. Joel Frank is a co-managing member. Company was formed in 2017.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-12 |
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