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720 W Boone Ave Ste 100, Spokane, WA 99201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-09-02 |
Branch Locations
720 W Boone Ave Ste 100, Spokane, WA 99201 • United States
16201 E Indiana Ave Ste 5240, Spokane Valley, WA 99216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers | Spokane | WA | 08/1982 | Present |
| Commonwealth Financial Network | Waltham | MA | 10/2003 | 09/2025 |
| Clear Future Financial, Llc | Spokane Valley | WA | 07/2013 | Present |
| Clear Future Financial, Llc | Spokane Valley | WA | 01/2020 | Present |
| Quantum Financial Planning Services, Inc. | Spokane | WA | 09/2025 | Present |
1. Fixed insurance sales; as of 11/2003; 5% of time spent during business hours; conducted at branch location; investment related. 2. Clear Future Financial, LLC, a sole member LLC created to facilitate securities business; as of 07/01/2013, 100% of time spent during business hours; conducted at branch location; investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 1982-06-23 |
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