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321 Columbus Ave 3Rd Fl, Boston, MA 02116-5168 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-08 |
| WA | RA | APPROVED | 2022-11-15 |
Branch Locations
10900 Ne 4Th St Suite 2406, Bellevue, WA 98004 • United States
321 Columbus Ave 3Rd Fl, Boston, MA 02116-5168 • United States
Issaquah, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Bellevue | WA | 06/2005 | 12/2024 |
| Moretsky Financial | Issaquah | WA | 06/2005 | Present |
| Myicon, Llc | Bellevue | WA | 06/2005 | 10/2022 |
| Private Advisor Group, Llc | Morristown | NJ | 05/2014 | 12/2022 |
| Winthrop Advisory Group Llc | Bellevue | WA | 11/2022 | Present |
| Keel Financial Partners | Bellevue | WA | 08/2022 | Present |
| Crump Life Insurance Services, Inc. | Bellevue | WA | 06/2014 | Present |
(1) 06/21/2005: Various Insurance Carriers - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - FIXED ANNUITY, LTC, LIFE, DI, HEALTH 2/hr/month, <1hr per day (2) 11/15/2005: Moretsky Financial, Inc. - Business Entity For Tax/Investment Purposes Only - Investment Related - At Reported Business Location(s) - No Time Spent - Incorporated my business. (3) 06/02/2014: Crump Life Insurance Services, Inc. - Investment-Related - Non-Variable Insurance Producer - At Reported Business Locations 2/hr/month, <1hr per day (3) 08/2024: Keel Financial Partners, LLC - At Reported Business Location(s) - Business Entity For Tax/Employment Purposes/DBA for Advisory Business - Investment Related - Founding Partner and Financial Advisor - 160 hr/mo - 40 hr/wk
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-14 |
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