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605 E Holland Ave Ste 115, Spokane, WA 99218 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-19 |
| ID | RA | APPROVED | 2022-04-18 |
| WA | RA | APPROVED | 2021-07-16 |
Branch Locations
605 E Holland Ave Ste 115, Spokane, WA 99218 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Retirement Plan Services, Inc. | Spokane | WA | 07/2013 | 08/2017 |
| Northern Capital Management, Inc. | Spokane | WA | 07/2013 | 08/2017 |
| Eastern Washington University Athletic Dept. | Cheney | WA | 09/2016 | 10/2020 |
| Financial Managment, Inc. | Yakima | WA | 07/2017 | 11/2020 |
| Cullen Financial Planning Llc | Spokane | WA | 05/2021 | Present |
| Lodestone Wealth Management | Spokane | WA | 06/2020 | 10/2021 |
| Washington Air National Guard | Camp Murray | WA | 10/2006 | Present |
(1) 2009-Present: TRC Enterprises LLC/Not Investment Related/Spokane, WA/LLC Member/Family business that coordinates the manufacturing, distribution, and sales of gardening/harvesting aprons/Involves zero percent time each month.// (2) 2006-Present: Washington Air National Guard/Not Investment Related/Camp Murray, WA/Officer/Involves 10% time each month, typically after traditional business hours.//
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-20 |
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