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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-12 |
| OR | RA | APPROVED | 2021-10-21 |
| WA | RA | APPROVED | 2019-03-29 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Wealth Advisors | Castle Rock | WA | 03/2019 | Present |
| Nw Farm Planning, Dba Hipp Legacy Planning | Castle Rock | WA | 12/2017 | Present |
| Farmer Stockman | Spokane | WA | 08/2004 | 12/2017 |
| Nw Farm Planning, Dba Public Employee Retirement Advisors | Castle Rock | WA | 01/2020 | Present |
HIPP LEGACY PLANNING (HLP); INVESTMENT RELATED; 420 WHITE ROAD, CASTLE ROCK, WA 98611; INSURANCE SALES AND INVESTMENT ADVISORY; OWNER; STARTED 12/2017; 120 HOURS/MONTH DEVOTED; 120 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; INVESTMENT ADVISORY SERVICES AND SALE OF INSURANCE PRODUCTS. PUBLIC EMPLOYEE RETIREMENT ADVISORS; INVESTMENT RELATED; 420 WHITE ROAD, CASTLE ROCK, WA 98611; INSURANCE SALES AND INVESTMENT ADVISORY; OWNER; STARTED 1/2020; 80 HOURS/MONTH DEVOTED; 50 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; INVESTMENT ADVISORY SERVICES AND SALE OF INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-16 |
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