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1124 West Riverside Avenue Suite 305, Spokane, WA 99201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-07-02 |
Branch Locations
1124 West Riverside Avenue Suite 305, Spokane, WA 99201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trinity Presbyterian Church | San Carlos | CA | 10/2018 | 06/2021 |
| Trinity Presbyterian Church | San Carlos | CA | 01/2015 | 09/2018 |
| Vision Casting Financial Planning, Llc | Spokane | WA | 07/2021 | Present |
Credo, Finance Faculty. The business is not investment related. The address: 2000 Market St, Philadelphia, PA 19103. The program provides wellbeing education to Presbyterian Pastors. This started in 2024. I devote 2 weeks a year to this work.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-30 |
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