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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-02 |
| WA | RA | APPROVED | 2025-07-02 |
Branch Locations
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 09/2017 | 06/2018 |
| Self Employed | Spokane | WA | 12/2016 | 06/2017 |
| Equis Financial | Spokane | WA | 02/2017 | 06/2017 |
| Cavanaugh's Resort | Coolin | ID | 07/2017 | 09/2017 |
| Whitworth University | Spokane | WA | 02/2016 | 05/2017 |
| Unemployed | Spokane | WA | 06/2018 | 11/2018 |
| Cuso Financial Services, Lp | San Diego | CA | 11/2018 | 04/2025 |
| Spokane Teachers Credit Union | Spokane | WA | 11/2018 | 04/2025 |
| Washington Trust Bank | Spokane | WA | 06/2025 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 06/2025 | Present |
| Cetera Investment Advisers Llc | Spokane | WA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-15 |
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