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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-11-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Boise | ID | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boise | ID | 11/2016 | 04/2017 |
| Kms Financial Services, Inc | Seattle | WA | 05/2017 | 11/2020 |
| Securities America, Inc. | Lewiston | ID | 11/2020 | 06/2024 |
| Arbor Point Advisors | Lewiston | ID | 11/2020 | 11/2024 |
| Osaic Wealth, Inc. | Lewiston | ID | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
CA FINANCIAL SERVICES, LLC POSITION: Associate Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/01/2017 ADDRESS: 828 8th St, Lewiston ID 83501, United States DESCRIPTION: assist senior advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-07 |
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