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1412 112Th Ave Ne Suite 100, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-05-10 |
| TX | RA | APPROVED | 2017-05-10 |
| WA | RA | APPROVED | 2017-05-10 |
Branch Locations
50 California Street Suite 1790, San Francisco, CA 94111 • United States
1412 112Th Ave Ne Suite 100, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arcturus Financial, Llc | Santa Rosa | CA | 02/2016 | 05/2017 |
| Evergreen Captital Management | Bellevue | WA | 03/2017 | Present |
Name: SHE-CAN Investment related: no Address: 100 Tiburon Blvd, Mill Valley, CA 94941 Nature of business: Non-profit empowering low-opportunity women Position: Informal board member Start date: 1/1/22 Hours/month: 4/month Name: Mesa de Vida Investment related: no Address: 3784 MISSION AVE STE 148 #602 OCEANSIDE, CA, 92058 Natue of business: food company Position: Board member Start date: 1/1/16 Hours/month: 1/month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-29 |
| S65 | Uniform Investment Adviser Law Examination | 1993-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-01 |
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