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1310 10Th St Suite 101, Bellingham, WA 98225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-01-08 |
| WA | RA | APPROVED | 2016-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Bellingham | WA | 02/2012 | Present |
| Various Insurance Carriers For W&R Insurance Agencies | Bellingham | WA | 06/2012 | Present |
| Logan Danson Llc | Bellingham | WA | 01/2015 | Present |
| Baring Financial, Llc | Bellingham | WA | 01/2016 | Present |
06/2012-Present, Bellingham, WA, Investment-related, Insurance Sales, Insurance Agent. 1/2015-Present, Logan Danson LLC, Bellingham, WA, Non-investment related, LLC, Owner, 140 hrs/mo, 4 hrs during security trading hours. 05/2020-present, Trustee, Bellingham, WA, non-investment related, trust management aprox 15 hours per month, 5 hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-29 |
| S65 | Uniform Investment Adviser Law Examination | 2001-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-03 |
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