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2000 John Loop, Coeur D'ALene, ID 83814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-03-08 |
Branch Locations
University Place, WA • United States
2000 John Loop, Coeur D'ALene, ID 83814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 01/2014 | 04/2017 |
| Ameritas Life Insurance Corp | Lincoln | NE | 01/2014 | 04/2017 |
| Penny Lane Financial, Llc | Tacoma | WA | 09/2014 | 11/2016 |
| Ostlund Wealth Advisors, Llc (F/K/A Ostlund Wealth, Llc) | University Place | WA | 12/2016 | Present |
| Taylor Capital Management Inc. | Woodstock | GA | 04/2017 | 07/2019 |
| World Equity Group, Inc. | Arlington Heights | IL | 07/2019 | 12/2020 |
| Capital Management Services, Inc. | Manchester | MO | 12/2020 | 03/2022 |
| Strategy Marketplace Llc | University Place | WA | 11/2021 | 03/2022 |
| World Equity Group, Inc. | Arlington Heights | IL | 04/2020 | 12/2020 |
| Cpr Investments Inc | Rochester | MI | 03/2022 | 03/2023 |
| Pinkerton Retirement Specialists, Llc | University Place | WA | 03/2023 | Present |
Insurance Sales-Agent, Investment Related, Start 1-1-1987, 40 hrs/mo, 30 hrs during trading hours, 4115D Bridgeport Way West, University Place, WA 98466, Nature: Fixed Indexed Annuities Sales, Position: Agent, Duties: Insurance sales and service as a part of an overall client retirement plan. Pinkerton Wealth Partners dba for advisory services since 08/2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-16 |
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