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Kerry Matthew White

Quantum Financial Planning Services, Inc.

Spokane, WA

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Current Employers
Quantum Financial Planning Services, Inc.

720 W Boone Ave Ste 100, Spokane, WA 99201 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2023-07-21
  • WA RA
    APPROVED
    Since 2023-07-21

Branch Locations

720 W Boone Ave Ste 100, Spokane, WA 99201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Quantum Financial Planning Services, Inc. Spokane WA 06/2022 Present
Umpqua Bank Spokane WA 02/2006 06/2022
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-13
  • S65 Uniform Investment Adviser Law Examination
    2023-07-13

View on SEC IAPD

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