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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-07-07 |
Branch Locations
101 S Capitol Blvd Ste 1210 [Wj/Wb/Wl/Ws-Rbo], Boise, ID 83702 • United States
2915 E 29Th Ave, Spokane, WA 99223 • United States
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 |
|---|---|---|---|---|
| Qualfon | Coeur D Alene | ID | 07/2013 | 04/2021 |
| T-Mobile | Post Falls | ID | 07/2021 | 09/2021 |
| Self Employed | Athol | ID | 09/2021 | 04/2022 |
| New York Life | Spokane | WA | 05/2022 | 01/2026 |
| Nylife Securities Llc | Spokane | WA | 08/2022 | 01/2026 |
| Autopilot.iO | Rathdrum | ID | 10/2021 | 03/2022 |
| Unemployed | Athol | ID | 05/2021 | 06/2021 |
| Allstate Insurance Co | Northbrook | IL | 02/2026 | 06/2026 |
| Allstate Financial Services, Llc | Lincoln | NE | 02/2026 | 06/2026 |
| Wells Fargo Clearing Services, Llc | Spokane | WA | 06/2026 | Present |
| Wells Fargo Bank, Na | Spokane | WA | 06/2026 | Present |
LAKELAND JOINT SCHOOL DISTRICT 272; INV RELATED;RATHDRUM,ID; PUBLIC EDUCATION;Executor/Personal Representative START DATE: 09/13/2022; 5 HRS PER MONTH; 5 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-10-03 |
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