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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-11-08 |
| WA | RA | APPROVED | 2024-11-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Applied Insight, Llc | Mead | WA | 03/2012 | Present |
| Various Insurance Carriers For W & R Insurance Carriers | Pomeroy | WA | 04/2013 | Present |
| Kms Financial Services, Inc. | Seattle | WA | 02/2016 | 11/2020 |
| Securities America, Inc. | Lewiston | ID | 11/2020 | 06/2024 |
| Arbor Point Advisors | Lewiston | ID | 11/2020 | 11/2024 |
| Osaic Wealth, Inc. | Lewiston | ID | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
1. CA FINANCIAL SERVICES POSITION: licensed agent NATURE: Use Highland Brokerage to search, suggest, and instruct as to insurance products that a client may need or want as part of their risk management or investments. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 8 START DATE: 04/10/2017 ADDRESS: 828 8th. Avenue, CA Financial Services, Lewiston ID 83501, United States DESCRIPTION: search for insurance products that a client or prospective client might want to reduce his risk or complement his investment portfolio. 2. CA FINANCIAL SERVICES POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 120 START DATE: 04/10/2017 ADDRESS: 828 8th. Avenue, CA Financial Services, Lewiston ID 83501, United States DESCRIPTION: Establish qualified and non-qualified financial accounts for individual and families who have decided to either create greater wealth for specific purpose or invest for retirement. 100% of the investments are either Mutual Funds or ETFs. I do not have clients with individual stocks at this time. As a company we provide for fee-based advisory services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-21 |
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