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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-09-16 |
Branch Locations
3115 West Kennewick Avenue, Kennewick, WA 99336 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horizon Credit Union | Davenport | WA | 09/2014 | 07/2019 |
| Keybank | Friday Harbor | WA | 07/2019 | 02/2022 |
| Spokane Tribe Casino | Airway Heights | WA | 02/2018 | 02/2019 |
| Key Investment Services | Friday Harbor | WA | 02/2020 | 02/2022 |
| Cuso Financial Services, Lp | San Digeo | CA | 03/2022 | 09/2022 |
| Numerica Credit Union | Kennewick | WA | 03/2022 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 09/2022 | Present |
| Cetera Investment Advisers Llc | Kennewick | WA | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-15 |
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