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720 W Boone Ave Ste 100, Spokane, WA 99201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-11-18 |
| WA | RA | APPROVED | 2017-07-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quantum Financial Planning Services | Spokane | WA | 08/2002 | 07/2017 |
| Securities Service Network, Inc | Spokane | WA | 11/2014 | 06/2017 |
| Quantum Financial Planning Services | Spokane | WA | 07/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-24 |
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