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1206 N. Dolarway Road Suite 116, Ellensburg, WA 98926 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-28 |
| WA | RA | APPROVED | 2023-04-07 |
Branch Locations
1206 N. Dolarway Road Suite 116, Ellensburg, WA 98926 • United States
Ellensburg, WA • 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 |
|---|---|---|---|---|
| Legion Insurance Group | Ellensburg | WA | 11/2016 | Present |
| Legion Capital Management | Ellensburg | WA | 06/2022 | Present |
| Financial Advocates Investment Management | Ellensburg | WA | 09/2020 | Present |
| Family Heritage | Cleveland | OH | 04/2015 | 04/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-25 |
| S66 | Uniform Combined State Law Examination | 2005-05-11 |
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