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Coeur D'ALene, ID • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-08-20 |
| ID | RA | APPROVED | 2025-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Coeur D Alene | ID | 03/2015 | Present |
| Financial Advocates Investment Management | Coeur D Alene | ID | 03/2015 | 08/2025 |
| Momentum Wealth Strategies Llc | Coeur D'ALene | ID | 01/2025 | Present |
1. 3/13/2015: Momentum Wealth Strategies - Inv Rel - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start date: 02/2015 2. 07/15/2025 - Momentum Wealth Strategies - Registered Investment Advisor Hybrid - Inv Rel - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start date: 06/09/2025 - 100Hr/mnth 100during trading. I provide investment advisory services through Momentum Wealth Strategies, an independent investment advisor firm. I started this business activity in 06/2025. I expect to spend approximately 100 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-04 |
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