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Coeur D Alene, ID • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coeur D Alene Dental Center | Coeur D Alene | ID | 06/2021 | Present |
| 7 To 7 Dental And Orthodontics | Cibolo | TX | 10/2019 | 05/2021 |
| Blue Mountain Dental Care | Walla Walla | WA | 09/2018 | 10/2019 |
| Sonbridge Dental Clinic | College Place | WA | 02/2018 | 09/2018 |
| Han Financial Consulting | Coeur D Alene | ID | 05/2026 | Present |
| Aspen Dental | Spokane | WA | 07/2016 | 02/2018 |
Business Name: Coeur D Alene Dental Center PLLC Address: 1322 W Kathleen Ave, Coeur D Alene, ID 83815 Investment-related: No Position: Associate Dentist Title: Associate Dentist Start Date: 06/01/2021 End Date: 08/31/2024 Hours/month: 121 Hours during trading hours: 84 Description of Duties: Associate dentist providing general dental services to patients. Employment was W-2 (or 1099 — pick the right one). This activity was unrelated to investment advisory services. Name of other business: Coeur D Alene Dental Center PLLC Business is not investment-related. Address: 1322 W Kathleen Ave, Coeur D Alene, ID 83815 Nature of business: Dentistry services Position: Partner and General Dentist Title: Partner and General Dentist Start date: 09/01/2024 to Present Number of Hours/month devoted: 121 hours per month (28 hours per week) Number of Hours during securities trading hours: 84 hours per month (19.5 hours per week) Duties: Partner and general dentist. Duties include providing dental care to patients, managing the dental practice, and overseeing practice operations. The 47.5% partnership interest is held through Jason Han PLLC, Mr. Han's wholly-owned professional entity. This activity is unrelated to the investment advisory business of Han Financial Consulting LLC and is conducted from a separate physical location with separate accounting books, records, computer systems, and email infrastructure. Name of other business: Jason Han PLLC Investment-related: no Address: 1322 W Kathleen Ave, Coeur D Alene, ID 83815 Nature: Professional holding entity. Holds Mr. Han's 47.5% interest in Coeur D Alene Dental Center PLLC Position: Sole Member Title: Sole Member Start Date: 09/01/2024 to Present Number of hours: 5 hours per month Number of hours during securities trading hours: 1 per month Description of duties: Administrative oversight of a passive holding entity. Duties include annual entity maintenance with the Idaho Secretary of State, coordination of tax matters with the firm's CPA, and receipt of distributions from Coeur D Alene Dental Center PLLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-02 |
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