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664 S Rivershore Lane Ste 150, Eagle, ID 83616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2016-11-03 |
Branch Locations
664 S Rivershore Lane Suite 150, Eagle, ID 83616 • USA
664 S Rivershore Lane Ste 150, Eagle, ID 83616 • United States
1107 West Bay Drive Unit 101 Suite B, Olympia, WA 98502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 11/2016 |
| American Independent Securities Group | Eagle | ID | 11/2016 | Present |
1.FIXED INSURANCE PRODUCTS: LIFE AND LONG-TERM CARE.; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: OCTOBER 22, 2012 APX NUMBER OF HOURS PER WEEK: 40 HOURS APX NUMBER OF HOURS DURING TRADING HOURS: 40 HOURS POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE AND ANNUITIES; 3. NAME OF OTHER BUSINESS: OLYMPIA INVESTMENT MANAGEMENT INVESTMENT RELATED: YES ADDRESS: 1824 BLACK LAKE BLVD SW SUITE 101, OLYMPIA, WA 98512 NATURE OF BUSINESS: DBA- FNIC RELATED 100% START DATE: JANUARY 1, 2013 APX NUMBER OF HOURS PER WEEK: 40 HOURS APX NUMBER OF HOURS DURING TRADING HOURS: 40 HOURS BRIEF DESCRIPTION OF DUTIES: PRESIDENT, CEO, OWNER AND FOUNDER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-03 |
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