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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 06/2021 | Present |
| Medcurity | Spokane | WA | 06/2020 | 05/2021 |
| United Ministries | Spokane | WA | 09/2020 | 04/2021 |
| 1898 Country Club | Spokane | WA | 11/2020 | 04/2021 |
| Ymca | Spokane | WA | 09/2018 | 06/2019 |
| Columbia Distributing | Olympia | WA | 06/2019 | 08/2019 |
| Propel Construction | Olympia | WA | 06/2017 | 08/2017 |
| Pacific Sunwear | Olympia | WA | 12/2016 | 02/2017 |
| La Jolla Presbyterian Church | La Jolla | CA | 06/2019 | 08/2019 |
| Ag West Black Hills High School | Olympia | WA | 09/2012 | 06/2017 |
| Whitworth Univeristy | Spokane | WA | 09/2017 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-05 |
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