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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-12-08 |
Branch Locations
22526 Se 64Th Place Suite 220, Issaquah, WA 98027 • 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 |
|---|---|---|---|---|
| Securian Advisors Northwest | Bellevue | WA | 10/2015 | 12/2016 |
| Securian Financial Services, Inc | St Paul | MN | 10/2015 | 12/2022 |
| Minnesota Life Ins Co | St Paul | MN | 10/2015 | 12/2022 |
| Securian Advisors Northwest | Bellevue | WA | 01/2017 | 12/2022 |
| Commonwealth Financial Network | San Diego | CA | 12/2022 | Present |
| Dpa Wealth Partners | Issaquah | WA | 12/2022 | Present |
Fixed insurance sales; as of 12/5/2022; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-01 |
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