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917 S Monroe St, Spokane, WA 99204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-11-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 917 Advisory Services Llc | Spokane | WA | 05/2024 | 11/2024 |
| Lpl Financial Llc | Spokane | WA | 04/2008 | 11/2024 |
| 917 Advisory Services Llc | Spokane | WA | 11/2024 | 01/2026 |
| 917 Advisory Services Llc | Spokane | WA | 01/2026 | Present |
1) John Schram Sole Proprietorship; Not investment-related; Same address; Administrative work for insurance agent; Administrator; Answer phones, process paperwork, confirm enrollments; Approx. 5% of time during the month. 2) Licensed insurance agent; Not investment-related; 917 S Monroe St, Spokane, WA 99204; Insurance sales; implementation of insurance recommendations; 3 hours per month; 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-09 |
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