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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-06-29 |
Branch Locations
409 Coeur D'ALene Ave, Coeur D'ALene, ID 83814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wgn Benefits | Coeurd'ALene | ID | 01/1999 | Present |
| Graj Mahal | Coeur D`ALene | ID | 09/2007 | 01/2023 |
| Voya Financial Advisors | Coeur D'ALene | ID | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1 NAME OF ENTITY: WHATAREMYBENEFITS.COM; YES; 409 COEUR D`ALENE AVE; COEUR D`ALENE; ID; 83816; INFORMATION SERVICE FOR EMPLOYEE BENEFITS BROKERS/AGENCIES; CO-OWNER; 2/1/2001; 20; 20; INFORMATION WEBSITE SERVICE FOR EMPLOYEE BENEFITS BROKERS AND AGENCIES; 2 NAME OF ENTITY: PONDERAY PARTNERSHIP; YES; HWY 95 N; PONDERAY; ID; 83835; REAL ESTATE; CO-OWNER; 1/1/1993; 1; 1; OWNERSHIP OF REAL PROPERTY SUCH AS CARWASH AND COMMERCIAL BUILDING WHICH IS LEASED--HOLDING COMPANY FOR COMMERCIAL PROPERTY; 3 NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; YES; 409 COEUR D`ALENE AVE; COEUR D`ALENE; ID; 83816; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 10/24/2006; 10; 10; SALES OF FIXED INSURANCE PRODUCTS; 4 NAME OF ENTITY: PONDERAY CAR WASH; NO; HWY 95 N; PONDERAY; ID; 83835; CAR WASH BUSINESS; OWNER; 1/1/1993; 15; 15; OPERATE CAR WASH BUSINESS; 5 NAME OF ENTITY: WGN BENEFITS; YES; 409 COEUR D`ALENE AVE; COEUR D`ALENE; ID; 83816; FINANCIAL SERVICES/DBA; ADVISER; 1/1/2000; 160; 160; SALES AND SERVICE INSURANCE, SECURITIES AND INVESTMENT PRODUCTS. SALES OF GROUP/INDIVIDUAL EMPLOYEE BENEFIT PRODUCTS; 6 NAME OF ENTITY: COMMUNITY FRAMEWORKS; NO; 315 W MISSION AVE SUITE; SPOKANE; WA; 99201; NPO COMMUNITY OUTREACH; BOARD OF DIRECTORS; 6/1/2011; 0; 0; ASSIST WITH THE BUYING AND BUILDING OF HOUSING FOR THE POOR; 7 NAME OF ENTITY: THE FESTIVAL AT SANDPOINT; NO; 120 E. LAKE ST SUITE 207; SAMPOINT; ID; 83864; RECREATIONAL; BOARD OF DIRECTORS-SECRETARY; 1/1/1998; 8; 8; ATTEND MEETING AND ASSIST ON DECISION MAKING; 8 NAME OF ENTITY: WILLIAM GRANT NIXON ART; NO; 409 COEUR D`ALENE AVE; COEUR D`ALENE; ID; 83816; ART; OWNER/ARTIST; 10/16/2015; 20; 0; CREATE AND SELL WATERCOLOR ART; 9 NAME OF ENTITY: JOANNE NIXON TRUST; NO; P.O. BOX 1560; COEUR D'ALENE; ID; 83816; FARM LAND; TRUSTEE; 1/1/2006; 1; 1; 60/40 SPLIT... WE GET 40% OF THE CROP YIELD.;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 1985-09-07 |
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