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Coeur D'ALene, ID • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-09-12 |
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 |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | Spokane | WA | 04/2008 | 02/2021 |
| Grupp Organization Llc | Jackson | WY | 02/2021 | 08/2023 |
| Grupp Financial Llc | Coeur D'ALene | ID | 02/2021 | 08/2023 |
| Saeculum Llc Dba Generational Legacies Wealth Management | Coeur D Alene | ID | 07/2023 | Present |
2002-Present: Self Employed/Not Investment Related/Coeur d'Alene, ID/Independent Educational Consultant/Consult with private Catholic schools involving curriculum./Involves approximately one percent time each month after traditional market/business hours.//
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-21 |
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