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9870 Research Drive, Irvine, CA 92618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-10-06 |
Branch Locations
White Salmon, WA • United States
9870 Research Drive, Irvine, CA 92618 • United States
107 W Jewett Blvd. Ste 100, White Salmon, WA 98672 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2015 | 02/2017 |
| Geneos Wealth Management Inc | White Salmon | WA | 02/2017 | 09/2018 |
| Proactive Financial Management | White Salmon | WA | 02/2017 | 09/2018 |
| Securities America, Inc. | White Salmon | WA | 09/2018 | 09/2023 |
| Securities America Advisors | White Salmon | WA | 09/2018 | 10/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2023 | Present |
| Cooper Mcmanus Wealth Management | Irvine | CA | 10/2023 | Present |
1) COOPER MCMANUS RIA, 107 W JEWETT BLVD STE 100 WHITE SALMON WA, 04/2024, IAR, DBA, INV REL, 20 HR/MO 20 HR/MO TRADING 2) DAVID ROTH, FAIR PLANET ADVISORS, 107 W JEWETT BLVD STE 100 WHITE SALMON WA, 07/2023, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 10 HR/MO 0 HR/TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-27 |
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