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1104 North 35Th Avenue, Yakima, WA 98902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2020-07-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Yakima | WA | 05/2009 | 07/2020 |
| Capital Advisors Wealth Management, Llc | Yakima | WA | 08/2020 | Present |
1. FARCO LLC; INVESTMENT RELATED; YAKIMA, WA; 100% OWNERSHIP W/FAMILY; ESTATE PLAN FOR FAMILY PROPERTY; START 12/95; 0 HRS PER MONTH 0 DURING TRADING 2. SAGE FINANCIAL MANAGEMENT LLC DBA CAPITAL ADVISORS WEALTH MANAGEMENT, INV RELATED, YAKIMA, WA, 100% OWNERSHIP, START 8/1/2018, 160 HOURS PER MONTH, 160 DURING TRADING, FINET PRACTICE MANAGER. 3. KAZA LLC, NOT INV RELATED, YAKIMA, WA, 50% OWNERSHIP, START 2/7/2019, 10 HOURS PER MONTH, 5 HOURS DURING TRADING, OWNERSHIP OF REAL ESTATE BUILDING AND RENTAL FOR PRACTICE. 4. CHESTERLY PROPERTIES, NOT INV RELATED, YAKIMA, WA, PASSIVE REAL ESTASTE INVESTMENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-03 |
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