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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-12-10 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
22722 29Th Drive Se Ste. 100, Bothell, WA 98021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Asset Management Strategies, Inc. | Bellevue | WA | 12/1998 | Present |
| Cetera Advisors Llc | Denver | CO | 01/2013 | 12/2021 |
| Cascadia Advisory Services, Llc | Bellevue | WA | 07/2019 | 12/2021 |
| United Planners Financial Services | Scottsdale | AZ | 12/2021 | Present |
| Asset Management Strategies, Inc | Bellevue | WA | 04/1988 | Present |
1.) ASSET MANAGEMENT STRATEGIES, INC - PRESIDENT - NON-VARIABLE INSURANCE - BOTHELL, WA - SINCE 04/1988 - INVESTMENT RELATED 2.) ASSET MANAGEMENT STRATEGIES, INC - PRESIDENT - DBA NAME FOR MARKETING PURPOSES - BOTHELL, WA - SINCE 12/1999 - INVESTMENT RELATED 3.) NORTHWEST UNIVERSITY - FOUNDATION TRUSTEE - ACTING IN A FIDUCIARY CAPACITY (E.G. POA, TRUSTEE, EXECUTOR) - KIRKLAND, WA - SINCE 11/2025 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-04-01 |
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