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385 E Penny Road Suite 101B, Wenatchee, WA 98801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-11-27 |
| WA | RA | APPROVED | 2024-09-05 |
Branch Locations
385 E Penny Road Suite 101B, Wenatchee, WA 98801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Liberty Lake | WA | 07/2021 | 04/2022 |
| Unemployed | Spokane Valley | WA | 10/2020 | 07/2021 |
| Wells Fargo Advisors | Spokane | WA | 10/2016 | 10/2020 |
| Chase Bank | Spokane Valley | WA | 07/2014 | 10/2016 |
| Bret Wheeler | Spokane Valley | WA | 05/2022 | 11/2022 |
| Northwestern Mutual Investment Services Llc | Spokane Valley | WA | 05/2022 | 06/2024 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 11/2022 | 06/2024 |
| Equilus Group, Inc. | Wenatchee | WA | 06/2024 | Present |
Shane is licensed as an independent insurance agent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-17 |
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