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3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2019-11-07 |
Branch Locations
3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
23403 E Mission Ave Suite 220P, Liberty Lake, WA 99019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Choice Financial Services | Greensboro | GA | 01/2016 | 04/2017 |
| Ccf Investments | Greensboro | GA | 02/2016 | 04/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2017 | 11/2019 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 07/2018 | 11/2019 |
| Awesometown, Llc Dba Oakstreet Financial | Liberty Lake | WA | 01/2016 | Present |
| Inspire Advisors, Llc Dba Oakstreet Financial, | Liberty Lake | WA | 11/2019 | Present |
| Teksystems | Lakeview | WA | 06/2016 | 09/2016 |
| Awesometown Llc Dba Valortech | Lakeview | WA | 10/2016 | 03/2017 |
1) AWESOMETOWN LLC dba OAKSTREET FINANCIAL, Liberty Lake, Washington, 01/2016 AS OWNING MEMBER/INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 5/WK - 0/TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-10 |
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