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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-03-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hub International Northwest Llc | Spokane | WA | 09/2022 | 09/2023 |
| Hub International Northwest Llc | Spokane | WA | 06/2021 | 09/2022 |
| Hub International Northwest Llc | Spokane | WA | 10/2018 | 06/2021 |
| Farmers Insurance-Melissa Rehm Agency | Billings | MT | 09/2015 | 10/2018 |
| Unemployed | Coeur D' Alene | ID | 09/2023 | 12/2023 |
| Thrivent Investment Management Inc. | Spokane | WA | 11/2023 | 03/2025 |
| Thrivent Financial | Appleton | WI | 12/2023 | 06/2024 |
| Thrivent Financial | Appleton | WI | 06/2024 | 03/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Coeur D Alene | ID | 03/2025 | Present |
| Bank Of America, N.A. | Coeur D Alene | ID | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-07 |
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