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7307 N Division St Ste 205, Spokane, WA 99208 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-14 |
| WA | RA | APPROVED | 2024-12-12 |
Branch Locations
7307 N Division St Ste 205, Spokane, WA 99208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 04/2014 | 04/2019 |
| Numerica Credit Union | Spokane | WA | 04/2014 | 04/2019 |
| Stewardship Concepts Financial Services, Llc | Spokane | WA | 06/2020 | Present |
| On Maternity Leave | Spokane | WA | 04/2019 | 06/2020 |
Serves as Treasurer for Spokane FPA This role is Non-investment related The physical address for Spokane FPA is 1212 N Washington St., Ste 220, Spokane, WA The Spokane FPA is a non-profit organization whose purpose is to support the financial planning profession Approximately 2 hours/month on average are devoted to this role On average, approximately 1 hour/month is devoted to the Spokane FPA during security trading hours The duties of treasurer include attending board meetings once per month, attending FPA events every other month and tracking the income and expenses of the organization in our bookkeeping software.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-21 |
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