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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-26 |
| MD | RA | APPROVED | 2023-01-10 |
| WA | RA | APPROVED | 2023-01-10 |
Branch Locations
707 W Main Ave Suite B1, #29, Spokane, WA 99201 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Bellevue | WA | 05/2016 | 01/2023 |
| Osaic Wealth, Inc. | Spokane | WA | 01/2023 | Present |
| Access Wealth Advisors | Spokane | WA | 12/2022 | Present |
1. MOMENTUM WEALTH ADVISORS POSITION: Co-Founder & Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/16/2025 ADDRESS: 707 W Main Ave, Suite B1 #29, Spokane WA 99201, United States DESCRIPTION: Insurance sales and services for various carriers. 2. ACCESS WEALTH ADVISORS LLC POSITION: Owner NATURE: S-Corp LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/10/2023 ADDRESS: 707 W Main Ave, Suite B1 #29, Spokane WA 99201, United States DESCRIPTION: Pass through entity for taxation and business expenses; Insurance sales and service for various carriers 3.OWNER SHIFTS LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 04/22/2026 ADDRESS: 223 N Division St, Spokane WA 99202, United States DESCRIPTION: Owner & operator of a bar called Night Owl, leveraging Owner Shifts LLC as the entity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-23 |
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