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18300 Redmond Way Suite 250, Redmond, WA 98052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-11-06 |
Branch Locations
18300 Redmond Way Suite 250, Redmond, WA 98052 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Bellevue | WA | 02/2001 | 10/2016 |
| Lpl Financial Llc | Bellevue | WA | 11/2016 | 07/2023 |
| Financial Advocates Investment Management | Olympia | WA | 11/2016 | Present |
| B3 Wealth Strategies | Bellevue | WA | 09/2007 | 07/2023 |
| The Retirement Solution Llc | Redmond | WA | 10/2023 | Present |
| The Retirement Solution Llc | Redmond | WA | 10/2023 | Present |
THE RETIREMENT SOLUTION, LLC. INVESTMENT RELATED, LICENSED INSURANCE AGENT, RECOMMENDS AND SELLS INSURANCE PRODUCTS TO CLIENTS AND RECEIVES COMMISSIONS FROM INSURANCE SALES. CLIENTS ARE NOT REQUIRED TO PURCHASE RECOMMENDED INSURANCE PRODUCTS THROUGH THE REPRESENTATIVE AND MAY PURCHASE SUCH PRODUCTS FROM UNAFFILIATED INSURANCE AGENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-14 |
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