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3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-29 |
| AZ | RA | APPROVED | 2023-08-08 |
Branch Locations
3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Impact Alliance | Silverdale | WA | 07/2011 | 12/2020 |
| World Equity Group, Inc. | Arlington Heights | IL | 09/2020 | 02/2021 |
| Thivent Investment Management Inc | Silverdale | WA | 02/2021 | 07/2023 |
| Thrivent Financial | Appleton | WI | 03/2021 | 05/2021 |
| Inspire Advisors, Llc | Meridian | ID | 07/2023 | Present |
(1) 12/2022 Impact Alliance (is a nonprofit org that brings students from Spain to the US to stay with families for language and cultural immersion); not investment related: 18901 8th Ave NE, Poulsbo, WA 98370; treasurer ; 6-8 hours per month; 0 hours during trading hours ; help with the high level financial oversight of the nonprofit/ prepare the quarterly reports for the board meetings. (2) 02/2022 Independent Licensed insurance Agent; Investment Related; Buckeye, AZ 85396. Life, health and disability insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-02 |
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