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Reno, NV • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-22 |
| NV | RA | APPROVED | 2019-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Monarch Casino And Resort, Inc. | Reno | NV | 04/2018 | 01/2020 |
| Aes Corp | Arlington | VA | 01/2015 | 04/2018 |
| Catholic Charities Of Northern Nevada | Reno | NV | 03/2020 | 11/2021 |
| University Of Nevada, Reno | Reno | NV | 08/2020 | 06/2021 |
| Lumos & Associates, Inc | Reno | NV | 11/2021 | 03/2024 |
| Firmament Financial, Llc | Reno | NV | 05/2019 | Present |
| Catholic Charities Of Northern Nevada | Reno | NV | 03/2024 | 07/2024 |
Lee Hernandez, in his role at Firmament Financial, may provide tax preparation services to advisory clients of the firm. Fees for tax preparation services are separate and in addition to the advisory fees discussed in Item 5 of this Brochure. Such services are performed by supervised persons of Firmament Financial. Clients are not obligated to utilize the tax preparation services of Firmament Financial. Neither Firmament Financial nor supervised persons of our firm have signatory authority over any Clients' accounts either through advisory services the firm offers or through its tax preparation services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-08 |
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