Best Investors Account Sign in
Current Employers
Quantum Financial Planning Services, Inc.

720 W Boone Ave Ste 100, Spokane, WA 99201 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-03-22
  • WA RA
    APPROVED
    Since 2024-03-22

Branch Locations

720 W Boone Ave Ste 100, Spokane, WA 99201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Moss Adams Llp Spokane WA 10/2018 11/2020
Unemployed Spokane WA 05/2018 10/2018
Student Spokane WA 08/2014 05/2018
Jp Morgan Chase And Company Spokane WA 04/2017 03/2018
Maynard Azose Spokane WA 01/2021 03/2024
Waddell & Reed Inc Spokane WA 01/2021 03/2021
Maynard Azose Spokane WA 12/2020 01/2021
Royal Alliance Associates, Inc. Spokane WA 03/2021 03/2024
Quantum Financial Planning Services, Inc. Spokane WA 03/2024 Present
  • 10/2018 → 11/2020
    Moss Adams Llp
    Spokane, WA
  • 05/2018 → 10/2018
    Unemployed
    Spokane, WA
  • 08/2014 → 05/2018
    Student
    Spokane, WA
  • 04/2017 → 03/2018
    Jp Morgan Chase And Company
    Spokane, WA
  • 01/2021 → 03/2024
    Maynard Azose
    Spokane, WA
  • 01/2021 → 03/2021
    Waddell & Reed Inc
    Spokane, WA
  • 12/2020 → 01/2021
    Maynard Azose
    Spokane, WA
  • 03/2021 → 03/2024
    Royal Alliance Associates, Inc.
    Spokane, WA
  • 03/2024 → Present
    Spokane, WA
Previous Registrations
  • 2021-03-10 → 2024-03-13
    Spokane, WA
  • 2021-02-11 → 2021-03-17
    Waddell & Reed
    Seattle, WA
    Tigard, OR
Other Businesses

1. NICHOLAS FULLER, CPA POSITION: CPA NATURE: Individual INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/07/2019 ADDRESS: 19115 E Baldwin Ln, Spokane Valley WA 99016, United States DESCRIPTION: I currently do not actively perform any duties related to my registration as a Certified Public Accountant. 2. WSCPA - SPOKANE CHAPTER POSITION: Board Member NATURE: The Washington Society of Certified Public Accountants is a voluntary association of CPAs and financial professionals cultivating authentic relationships, unique learning experiences, and purposeful advocacy for our future. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2022 ADDRESS: 170 120th Ave NE, Ste E101, Bellevue WA 98005, United States DESCRIPTION: As a member of the Spokane chapter board, I help promote events to my network, participate in strategic planning meetings, and volunteer at various community events.Additionally, I attend two meetings per quarter, one of which is a board meeting while the second is to help plan events as a member of the events committee.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-27
S65 Uniform Investment Adviser Law Examination 2020-08-30
  • S66 Uniform Combined State Law Examination
    2021-02-27
  • S65 Uniform Investment Adviser Law Examination
    2020-08-30
Designations
Other Names
  • Nick Rau Fuller

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Spokane, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor