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502 W Riverside Ave, Suite 201, Spokane, WA 99201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-05 |
| ID | RA | APPROVED | 2024-06-12 |
| WA | RA | APPROVED | 2024-04-03 |
Branch Locations
502 W Riverside Ave, Suite 201, Spokane, WA 99201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial | Beaverton | OR | 07/2011 | 01/2017 |
| Foresters Advisory Services Llc | Beaverton | OR | 03/2014 | 01/2017 |
| Central Valley Sd | Spokane | WA | 11/2014 | 11/2018 |
| Financial Management, Inc. | Spokane | WA | 01/2017 | 06/2020 |
| Lpl Financial, Llc | Spokane | WA | 01/2017 | 08/2019 |
| Financial Advocates Investment Management | Spokane | WA | 12/2019 | 07/2024 |
| Fellowship Financial Planning, Llc | Spokane | WA | 04/2024 | Present |
1. 01/12/2017 - REAL ESTATE RENTAL/ REAL ESTATE RENTAL/ 1%/ SPOKANE, WA 2. 01/12/2017 - RYAN HEACOCK, LLC/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ 1%/ SPOKANE VALLEY, WA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-23 |
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