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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-03-18 |
| TX | RA | APPROVED | 2024-03-18 |
| WA | RA | APPROVED | 2024-03-18 |
Branch Locations
1250 W Ironwood Dr, Ste 320, Coeur D'ALene, ID 83814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2012 | 09/2016 |
| Northwestern Mutual Investment Services, Llc | Spokane | WA | 09/2012 | 09/2016 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 10/2016 |
| Msi Financial Services | Spokane | WA | 10/2016 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 10/2017 |
| Mml Investors Services, Llc | Spokane | WA | 03/2017 | 10/2017 |
| Sagepointfinancial, Inc. | Coeur D'ALene | ID | 10/2017 | 09/2023 |
| Osaic Wealth, Inc. | Coeur D'ALene | ID | 09/2023 | 03/2024 |
| Lpl Financial | Coeur D'ALene | ID | 03/2024 | Present |
1- 03/2024 / Financial Strategies / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2- 03/2024 / CONTRARIAN LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 10 hrs mth / Start date: 06/01/2019
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-30 |
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