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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-08-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jimmy Johns | Spokane Valley | WA | 09/2014 | 09/2018 |
| Freeform Interiors | Spokane | WA | 09/2018 | 09/2022 |
| Washington Trust Bank | Coeur D'ALene | ID | 09/2022 | 03/2025 |
| Numerica Credit Union | Spokane | WA | 03/2025 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 03/2025 | Present |
| Cetera Investment Advisers Llc | Spokane | WA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-01 |
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