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Morton, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2016-05-16 |
| CO | RA | APPROVED | 2014-11-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fit Financial Consulting Llc | Morton | WA | 08/2014 | Present |
2008-PRESENT: INDEPENDENT INSURANCE AGENT/INSURANCE RELATED/EAST WENATCHEE, WA/INDEPENDENT AGENT REPRESENTATIVE UNAFFILIATED ISSUERS/INVOLVES LESS THAN 4 HOURS EACH MONTH, INCLUDING DURING MARKET HOURS.// Author: "The Truth About Investing: Back to Basics", has been offered for sale to the general public since publication on May 28, 2016. These writings do not involve recommendations of any investment or insurance product. No time is devoted to this publication but I am compensated for the sale of the book. Podcast co-hosted with Chris Holling: This financial podcast has posted 43 episodes since its debut on approximately March 31, 2020. There is no compensation directly tied to the podcast but I do dedicate up to 12 hours of my time each month, including during market hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-10 |
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