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2700 South Southeast Boulevard Suite 205, Spokane, WA 99223-4984 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-16 |
| WA | RA | APPROVED | 2025-05-16 |
Branch Locations
2700 South Southeast Boulevard Suite 205, Spokane, WA 99223-4984 • United States
2700 S Southeast Boulevard Suite 205, Spokane, WA 99223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-05-16 |
Branch Locations
2700 S Southeast Boulevard Suite 205, Spokane, WA 99223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Whitworth University | Spokane | WA | 09/2019 | 05/2023 |
| Washington Trust Bank | Spokane | WA | 06/2023 | 07/2024 |
| Burbank High School | Burbank | CA | 09/2015 | 08/2019 |
| New York Life Insurance Company | Spokane | WA | 09/2024 | 04/2025 |
| Nylife Securities Llc | Spokane | WA | 11/2024 | 04/2025 |
| Northern Capital Management, Inc. | Spokane | WA | 04/2025 | Present |
| Northern Capital Retirement Services, Inc. | Spokane | WA | 04/2025 | Present |
NAME OF THE OTHER BUSINESS: DoorDash, Inc.; INVESTMENT RELATED: No; BUSINESS ADDRESS: 303 2nd Street, San Francisco, CA 94107; NATURE OF THE OTHER BUSINESS: Delivery Services; POSITION/TITLE/RELATIONSHIP: Independent Contractor; START DATE: 02/02/2025; APPROXIMATE # OF HOURS/MONTH DEVOTED: 0-5; NUMBER OF HOURS YOU DEVOTE DURING TRADING HOURS: 0-5; DUTIES: Pick up food or supplies and deliver to customers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-09 |
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