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19125 North Creek Parkway Suite 120, Bothell, WA 98011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2019-09-03 |
| TX | RA | APPROVED_RES | 2016-09-07 |
Branch Locations
19125 North Creek Parkway Suite 120, Bothell, WA 98011 • United States
Coeur D'ALene, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jonathan Heras, Sole Proprietor | Bothell | WA | 06/2012 | 06/2020 |
| Guide Advisors, Inc. Fka Geer Financial Group, Inc. | Coeur D'ALene | ID | 08/2016 | Present |
| Jonathan Heras, Sole Proprietor | Coeur D'ALene | ID | 06/2021 | Present |
1. Bellevue Breakfast Rotary Club-Bellevue, WA-Member Start: 07/2016- Nature of Bus: charitable non-profit Not investment related 10 hrs/mo 2. Jonathan Heras, sole proprietor-Coeur d'Alene, ID Start: 06/2021 Nature of Bus: Insurance products and services Investment related Approx 10% of time
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-16 |
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