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Advisor at FELLOWSHIP FINANCIAL PLANNING
SPOKANE, WA | SPOKANE VALLEY, WA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| KIEPE WEALTH MANAGEMENT | State registered | Apr 23, 2025 | n/a | yes | SPOKANE VALLEY, WA | Current employment |
| FELLOWSHIP FINANCIAL PLANNING | Independent wealth | Apr 4, 2024 | n/a | yes | SPOKANE, WA | Current employment |
| FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | Former SEC adviser | Jul 6, 2022 | Jul 1, 2024 | no | Spokane, WA|OLYMPIA, WA | Previous registration |
| CUSO FINANCIAL SERVICES, L.P. | Former SEC adviser | Jan 22, 2021 | Jun 27, 2022 | no | Spokane Valley, WA|Spokane, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | FELLOWSHIP FINANCIAL PLANNING | Jul 1, 2024 | Apr 4, 2024 | -88 | Firm change after gap | RIA to new firm |
| CUSO FINANCIAL SERVICES, L.P. | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | Jun 27, 2022 | Jul 6, 2022 | 9 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 151298:330347:WA:2024-07-01 | Jul 1, 2024 | Apr 4, 2024 | OLYMPIA, WA | Firm change after gap |