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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| WA | RA | APPROVED | 2020-01-29 |
Branch Locations
3212 Nw Byron Street Suite 103, Silverdale, WA 98383 • United States
Bremerton, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp. | Bremerton | WA | 02/2013 | 09/2016 |
| State Farm Insurance | Bremerton | WA | 01/2013 | 09/2016 |
| Lpl Financial, Llc | Olympia | WA | 09/2016 | 01/2020 |
| Financial Advocates Investment Management | Olympia | WA | 09/2016 | 01/2020 |
| Commonwealth Financial Network | Waltham | MA | 01/2020 | Present |
| Kitsap Investment Services | Port Orchard | WA | 01/2020 | 03/2026 |
| Evertrail Wealth Management | Port Orchard | WA | 03/2026 | Present |
1. Fixed insurance sales; as of 01/27/2020; 5% time spent during business hours; Not Conducted at branch location; Investment related. 2. Junior Official with Peninsula Football Officials Association, located in Bremerton WA, as of 07/18/2022; 0% time spent during business hours; Not Conducted at branch location; Not Investment related. 3. Owner, EverTrail Wealth Management Corp.; a private entity established to facilitate securities, advisory, and insurance business; as of 02/24/2026; 10% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-10 |
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