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513 W Oak St Ste 105, Denton, TX 76201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-05-28 |
| WA | RA | APPROVED | 2025-01-09 |
| TX | RA | APPROVED | 2024-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coeur D'ALene Fire Department | Coeur D'ALene | ID | 11/2013 | Present |
| Simpli-Fi Alpha Llc | Spokane | WA | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-11 |
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