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3150 Richards Road Suite 240, Bellevue, WA 98005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-07-13 |
Branch Locations
3150 Richards Road Suite 240, Bellevue, WA 98005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Opal Advisors | Bellevue | WA | 06/2025 | Present |
| Flow Fitness | Seattle | WA | 06/2015 | 04/2025 |
Since June 2025, Founder of Kahu LLC, a technology company located at Seattle, WA. Duties include developing the company's business plan. Approx. 40 hours/month, none during trading hours. Non-investment-related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-25 |
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