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9255 Towne Centre Drive Suite 600, San Diego, CA 92121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-01-08 |
| UT | RA | APPROVED | 2025-12-05 |
| OR | RA | APPROVED | 2024-10-14 |
| CO | RA | APPROVED | 2024-10-09 |
| NV | RA | APPROVED | 2024-10-09 |
| WA | RA | APPROVED | 2024-10-09 |
| CA | RA | APPROVED | 2024-10-08 |
Branch Locations
1875 Lawrence St Suite 920, Denver, CO 80202 • United States
9255 Towne Centre Drive Suite 600, San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Student | Sandpoint | ID | 09/2004 | 10/2020 |
| Fbl Marketing Services, Llc | Sandpoint | ID | 12/2021 | 06/2023 |
| Finalis Securities Llc | New York | NY | 06/2024 | 07/2024 |
| University Of Colorado | Boulder | CO | 08/2023 | 05/2024 |
| Fbl Wealth Management, Llc | Sandpoint | ID | 05/2022 | 06/2023 |
| Lake Pend Oreille School District | Sandpoint | ID | 02/2021 | 06/2023 |
| Farm Bureau Mutual Insurance Of Idaho | Sandpoint | ID | 01/2021 | 06/2023 |
| Farm Bureau Financial Services | Sandpoint | ID | 01/2021 | 06/2023 |
| Chandler Asset Management | Denver | CO | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-06 |
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