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501 N Riverpoint Blvd., Ste 104, Spokane, WA 99202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-04-21 |
Branch Locations
501 N Riverpoint Blvd., Ste 104, Spokane, WA 99202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Spokane | WA | 03/2025 | 04/2026 |
| Made With Love Bakery | Spokane | WA | 08/2015 | 03/2025 |
| First Presbyterian Church | Spokane | WA | 08/2016 | 10/2018 |
| Rockwood Bakery | Spokane | WA | 10/2017 | 10/2018 |
| Wake Up Call Coffee Company | Spokane | WA | 10/2016 | 10/2017 |
| Financial Forum, Inc. | Spokane | WA | 04/2026 | Present |
1- 07/28/2026 - Insurance Sales - Spokane, WA - Less than 2 hours per month 2- 12/05/2025 - Made With Love LLC - Sale of Business - Not Investment Related - Spokane, WA - Start Date 08/04/2015 - 0 hours per month/ during trading 3- 12/05/2025 - GONZAGA UNIVERSITY - Non-Profit Board Member - Not Investment Related - Spokane, WA - Start Date 09/12/2025 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-06 |
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