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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Green Lawn And Remodel | Welch | WV | 01/2016 | 05/2022 |
| State Of West Virginia | Welch | WV | 01/2021 | 05/2022 |
| Unemployed | Athol | ID | 05/2022 | 10/2022 |
| Gladden Group Health Insurance | Coeur D'ALene | ID | 10/2022 | 09/2023 |
| Northwestern Mutual | Coeur D'ALene | ID | 09/2023 | 06/2024 |
| Lakeview Fixit Crew | Coeur D'ALene | ID | 09/2024 | Present |
| Fortitude Financial Llc | Spokane | WA | 10/2024 | 06/2026 |
| Fortitude Financial Llc | Spokane | WA | 03/2025 | 06/2026 |
| Lpl Financial Llc | Spokane | WA | 10/2024 | 06/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Coeur D Alene | ID | 06/2026 | Present |
| Bank Of America, N.A. | Coeur D Alene | ID | 07/2026 | Present |
I*4764283 Entity Type: For Profit Name of OBA: Lakeview Fix It Crew Address: Coeur D Alene, Idaho, 83815 Investment Related: No Position, Title, Association: Owner Employee Start Date: 09/01/2024 Number of Hours: 5, Monthly Number of Hours during trading: 0 Duties: Handyman Company Owner/Operator - lining up contractors for work
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-09-15 |
| S65 | Uniform Investment Adviser Law Examination | 2025-03-18 |
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