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Boise, ID • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-02-03 |
| HI | RA | APPROVED | 2024-06-10 |
| CA | RA | APPROVED | 2023-12-14 |
Branch Locations
Washington, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cogent Independent Advisors, Inc. | Westlake Village | CA | 05/2012 | 12/2023 |
| Blend Financial, Inc. Dba Origin Financial | San Francisco | CA | 10/2021 | 11/2021 |
| Investor's Fiduciary Advisor Network, Llc | Snoqualmie | WA | 12/2023 | Present |
Author/Speaker - published financial services books and may receive income for same.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-11 |
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