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Boise, ID • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-07-11 |
| OR | RA | APPROVED | 2018-12-12 |
| WA | RA | APPROVED | 2017-02-09 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Seattle | WA | 05/2013 | 12/2016 |
| Investor'S Fiduciary Advisor Network, Llc | Snoqualmie | WA | 01/2017 | Present |
(1) 08/30/2013: Donivan Financial - DBA for LPL Business (entity for Investor FAN business) - Investment Related - At Reported Business Location(s) (2) 04/24/2014: Rain City Homes LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - 2% Time Spent - Real estate investment holding and development company (3) 01/29/2016: Linden Ave Holding Corp - Real Estate Rental - Investment Related - 1817 Queen Anne Ave N #411 Seattle, WA 98109 - Start 02/12/2015 - 4 Hr/Mo; 0 Hour(s) During Securities Trading - Residential real estate rents and or proceeds from selling a unit. (4) 04/20/2016: Evanston Holdings - Real Estate Rental - Investment Related - 1817 Queen Anne Ave N Ste. 411, Seattle, WA 98109 - Start 03/24/2016 - 40 Hr/Mo; 10 Hour(s) During Securities Trading - rental real estate and development
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-03 |
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