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1875 N. Lakewood Dr. Suite 102, Coeur D'ALene, ID 83814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2018-02-08 |
Branch Locations
1875 N. Lakewood Dr., Suite 102, Coeur D'ALene, ID 83814 • 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 |
|---|---|---|---|---|
| Madison Avenue Securities, Inc. | Coeur D' Alene | ID | 10/2013 | 02/2018 |
| Wardian Wealth Management, Inc. | Coeur D' Alene | ID | 04/2009 | Present |
| Wardian Advisory Services, Llc | Coeur D'ALene | ID | 01/2018 | Present |
04/2009; WARDIAN WEALTH MANAGEMENT, INC.; OWNER/OFFICER; MARKET, RECOMMEND, AND PRODUCE SALES OF ANNUITIES AND LIFE INSURANCE PRODUCTS; 50% OF TIME; INVESTMENT RELATED-YES; FROM 1875 N LAKEWOOD DRIVE, STE. 102, COEUR D'ALENE ID 83814. NAME:YOUR RETIREMENT RESOURCE CENTER; INV RELATED:NO; ADDRESS:1875 N. LAKEWOOD DRIVE, STE. #102, COEUR D'ALENE, ID, 93814; NATURE:LANDLORD OF THE OFFICE SUITE OF 8 OFFICES. MARKETING UMBRELLA FOR THE ABILITY TO RELAY A "ONE-STOP SHOP" FOR REFERRALS; POSITION:OWNER/SOLE PROPRIETOR; START DATE:12/8/2016; HOURS/MONTH:4; TRADING HOURS/MONTH:4; DUTIES:MARKETING "YOUR RETIREMENT RESOURCE CENTER" FOR NEEDS THAT ARE RETIREMENT RELATED TO PRODUCE LEADS FOR SUITE TENANTS. Patrick J. Wardian is the Owner/President of Wardian 2296 Rental, LLC an entity set up for the 25% of his primary residence used as a long term Tenant Rental . He spends less than 5% of his time on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-03 |
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