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Current Employers
Coho Advisory Services, Llc

3150 C Street Suite 240, Anchorage, AK 99503 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-05-15
ID RA APPROVED 2024-04-03
  • WA RA
    APPROVED
    Since 2024-05-15
  • ID RA
    APPROVED
    Since 2024-04-03

Branch Locations

3150 C Street Suite 240, Anchorage, AK 99503 • United States

419 N. 2Nd Ave, Suite 207, Sandpoint, ID 83864 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sound Financial Group Bothell WA 04/2009 09/2019
Guardian Life Insurance Co Of America Fort Worth TX 03/2015 03/2019
Park Avenue Securities Llc Fort Worth TX 03/2015 03/2019
Guardian Life Insurance Missoula MT 03/2019 10/2025
Park Avenue Securities Missoula MT 03/2019 Present
Guardian Life Insurance Sandpoint ID 03/2019 10/2025
Park Avenue Securities Sandpoint ID 03/2019 Present
Guardian Life Insurance Company Fort Worth TX 09/2019 03/2024
Park Avenue Securities Fort Worth TX 09/2019 Present
Park Avenue Securities Fort Worth TX 07/2012 Present
Coho Advisory Services, Llc Sandpoint ID 03/2024 Present
Guardian Life Insurance Fort Worth TX 04/2009 03/2024
  • 04/2009 → 09/2019
    Sound Financial Group
    Bothell, WA
  • 03/2015 → 03/2019
    Guardian Life Insurance Co Of America
    Fort Worth, TX
  • 03/2015 → 03/2019
    Fort Worth, TX
  • 03/2019 → 10/2025
    Guardian Life Insurance
    Missoula, MT
  • 03/2019 → Present
    Park Avenue Securities
    Missoula, MT
  • 03/2019 → 10/2025
    Guardian Life Insurance
    Sandpoint, ID
  • 03/2019 → Present
    Park Avenue Securities
    Sandpoint, ID
  • 09/2019 → 03/2024
    Guardian Life Insurance Company
    Fort Worth, TX
  • 09/2019 → Present
    Park Avenue Securities
    Fort Worth, TX
  • 07/2012 → Present
    Park Avenue Securities
    Fort Worth, TX
  • 03/2024 → Present
    Sandpoint, ID
  • 04/2009 → 03/2024
    Guardian Life Insurance
    Fort Worth, TX
Previous Registrations
  • 2016-06-13 → 2024-04-16
    Bothell, WA
    Fort Worth, TX
    Sandpoint, ID
    Fort Worth, TX
    Missoula, MT
    Fort Worth, TX
    Houston, TX
    Sandpoint, ID
    Fort Worth, TX
    Sandpoint, ID
Other Businesses

1. Financial Outfitters LLC Start: 06/14/2021, Address: 710 North 6th Ave Sandpoint ID 83864, 120 total hours per month, 120 during securities trading hours Not investment related, No annual compensation, I'm the founder of Huntfund which is an app that will facilitate automatic savings strategies for the purpose of saving towards users hunting budget. Users will set a savings goal and the app will pull funds and set them aside in a designated bank account on behalf of the user. The isn't publicly launched yet. Hopefully we launch the end of 2024. Jeff E Bynum is a licensed insurance agent.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-01
S63 Uniform Securities Agent State Law Examination 2012-07-25
  • S65 Uniform Investment Adviser Law Examination
    2016-06-01
  • S63 Uniform Securities Agent State Law Examination
    2012-07-25

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