DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
SPOKANE, 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 |
|---|---|---|---|---|---|---|
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | Independent wealth | Dec 12, 2024 | n/a | yes | SPOKANE, WA | Current employment |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES, LLC | n/a | Jun 16, 2020 | Apr 19, 2025 | no | SPOKANE, WA | Previous registration |
| CUSO FINANCIAL SERVICES, L.P. | Former SEC adviser | Jul 22, 2014 | Apr 5, 2019 | no | SPOKANE, WA|Spokane Valley, WA|KENNEWICK, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES, LLC | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | Apr 19, 2025 | Dec 12, 2024 | -128 | Firm change after gap | Other |
| CUSO FINANCIAL SERVICES, L.P. | STEWARDSHIP CONCEPTS FINANCIAL SERVICES, LLC | Apr 5, 2019 | Jun 16, 2020 | 438 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 116679:330611:WA:2025-04-19 | Apr 19, 2025 | Dec 12, 2024 | SPOKANE, WA | Firm change after gap |