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3150 C Street Suite 240, Anchorage, AK 99503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-05-15 |
| ID | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-25 |
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