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Bailey Allen Erickson

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 2024-06-03
  • WA RA
    APPROVED
    Since 2024-06-03

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 06/2023 Present
Gamma Delta Building Association Pullman WA 05/2021 05/2023
Washington State University Foundation Pullman WA 12/2018 11/2022
Washington State University Pullman WA 08/2016 12/2022
Maaco Vancouver WA 06/2017 09/2017
  • 06/2023 → Present
    Quantum Financial Planning Services, Inc.
    Spokane, WA
  • 05/2021 → 05/2023
    Gamma Delta Building Association
    Pullman, WA
  • 12/2018 → 11/2022
    Washington State University Foundation
    Pullman, WA
  • 08/2016 → 12/2022
    Washington State University
    Pullman, WA
  • 06/2017 → 09/2017
    Maaco
    Vancouver, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-23
  • S65 Uniform Investment Adviser Law Examination
    2024-05-23

View on SEC IAPD

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LPL FINANCIAL LLC · Spokane, WA
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