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502 W Riverside Ave, Suite 201, Spokane, WA 99201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-06-12 |
| WA | RA | APPROVED | 2024-04-03 |
Branch Locations
502 W Riverside Ave, Suite 201, Spokane, WA 99201 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Valic Financial Advisors | Spokane | WA | 05/1982 | Present |
| Financial Advocates Investment Management | Spokane | WA | 03/2022 | Present |
| Fellowship Financial Planning, Llc | Spokane | WA | 04/2024 | Present |
02/28/2022; Fellowship Financial Planning - DBA name only for Financial Advocates Investment Management (FAIM)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-03 |
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