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800 Bellevue Way Ne Suite 500, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-05-30 |
| WA | RA | APPROVED | 2018-12-06 |
Branch Locations
800 Bellevue Way Ne Suite 500, Bellevue, WA 98004 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Allied Securities, Inc. | Bellevue | WA | 12/2008 | 06/2017 |
| First Allied Advisory Services, Inc. | Sammamish | WA | 07/2012 | 06/2017 |
| Adviceperiod, Llc | Bellevue | WA | 06/2017 | 12/2018 |
| Maclachlan Wealth Management, Llc | Bellevue | WA | 12/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1989-10-02 |
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