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2225 Lexington Road, Louisville, KY 40206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2020-08-23 |
Branch Locations
2225 Lexington Rd, Louisville, KY 40206 • United States
1717 S Rustle Street Suite 102, Spokane, WA 99224 • 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 |
|---|---|---|---|---|
| Ascend Financials Llc | Spokane | WA | 04/2003 | 07/2020 |
| Lpl Financial, Llc | Spokane | WA | 04/2014 | 09/2016 |
| Columbia Advisory Partners Llc | Spokane | WA | 10/2016 | 07/2020 |
| Private Client Services | Spokane | WA | 07/2020 | Present |
1) ENTHEOS FINANCIAL PLANNING. 1717 S Rustle Street, Suite 102, Spokane, WA 99224. TRADE NAME OF FINANCIAL PLANNING & INVESTMENT MANAGEMENT BUSINESS. FINANCIAL PLANNING, INVESTMENT MANAGEMENT. 100 HRS/MO; 100 DURING TRADING HRS. 2) INSURANCE SALES. 1717 S Rustle Street, Suite 102, Spokane, WA 99224. SALE OF LIFE INSURANCE. AGENT. 1-2 HRS/MO; 1-2 DURING TRADING HRS. 3) PURSUIT OF PROFIT. 1717 S Rustle Street, Suite 102, Spokane, WA 99224. 1-ON-1 CONSULTING & EDUCATION FOR SMALL BUSINESS OWNERS. FOCUSED ON HELPING BUSINESS OWNERS OPTIMIZE CASH FLOW AND PROFIT. OWNER. MEETING WITH BUSINESS OWNERS WHERE I TEACH THEM HOW TO USE FINANCIALS TO INCREASE PROFITS. 12 HRS/MO; 12 DURING TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-14 |
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