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502 W Riverside Ave, Suite 201, Spokane, WA 99201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-06-12 |
| WA | RA | APPROVED | 2024-04-03 |
Branch Locations
610 W Hubbard Street, Suite 202, Coeur D'ALene, ID 83814 • United States
502 W Riverside Ave, Suite 201, Spokane, WA 99201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Post Falls School District #273 | Post Falls | ID | 06/2016 | 03/2017 |
| Foresters Financial Services | Beaverton | OR | 08/2016 | 01/2017 |
| Lpl Financial, Llc | Spokane | WA | 01/2017 | 10/2017 |
| Financial Management, Inc. | Spokane | WA | 01/2017 | 06/2020 |
| Financial Management, Inc. | Spokane | WA | 10/2017 | 06/2020 |
| Financial Advocates Investment Management | Spokane | WA | 12/2019 | 07/2024 |
| Fellowship Financial Planning, Llc | Spokane | WA | 04/2024 | Present |
1)Lakeland High School - Not Investment Related - 7006 ID-53, Rathdrum, ID 83858 - Other-Coach - Varsity Assistant Football Coach - Started 06/12/2017 - 40 Hours Per Month/1 Hour During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-28 |
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