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3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-22 |
| WA | RA | APPROVED | 2021-02-05 |
Branch Locations
3491 Nw Anderson Hill Rd., Silverdale, WA 98383 • United States
3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Silverdale | WA | 02/2016 | 12/2017 |
| Summit Brokerage Services Inc. | Silverdale | WA | 12/2017 | 09/2019 |
| Summit Financial Group Inc. | Silverdale | WA | 12/2017 | 02/2021 |
| Cetera Advisor Networks Llc | Silverdale | WA | 09/2019 | 02/2021 |
| Nations Financial Group, Inc. | Silverdale | WA | 02/2021 | Present |
CORINTHIAN WEALTH PARTNERS. 3491 NW ANDERSON HILL RD. SILVERDALE, WA 98383. IS INVESTMENT RELATED. NATURE OF BUSINESS IS DBA TO OFFER INVESTMENT AND ADVISORY SERVICES. POSITION IS SENIOR FINANCIAL ADVISOR. STARTED 12/1/2017. APPROX 0 HOURS/MONTH SPENT ON THIS BUSNIESS. DUTIES ARE USING DBA FOR INVESTMENT BUSINESS// LEGACY MARKETING GROUP. 5341 OLD REDWOOD HWY. SUITE 400 PETALUMA, CA 94954. IS INVESTMENT RELATED. NATURE OF BUSINESS IS INSURANCE MARKETING ORGANIZATION (IMO). POSITION IS CONTRACTED AGENT. STARTED 2/12/24. APPROX 1 HOUR PER MONTH DEVOTED TO BUSINESS, WITH 1 HOUR DURING SECURITY TRADING HOURS. DUTIES ARE TO FACILITATE ANNUITY PURCHASES FOR CLIENT STHROUGH THIS VENDOR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-23 |
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