Amy Lee Hong

Current Employers

Employment History

• 06/2010 → 12/2018
  Homemaking
  Anacortes, WA
• 12/2018 → 06/2021
  Kestra Investment Services, Llc
  Anacortes, WA
• 03/2020 → 06/2021
  Kestra Advisory Services, Llc
  Anacortes, WA
• 12/2018 → Present
  Kestra Investment Services, Llc
  Anacortes, WA
• 07/2020 → Present
  Kestra Advisory Services, Llc
  Anacortes, WA

Other Businesses

Name: Amy Hong Investment Related: No Address: 4351 31st Ave W Seattle WA 98199 Nature of Business: Real Estate Position, Title or Relationship: Owner and landlord Start Date: 7/1/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Collect monthly rent, find tenants, maintain the building Name: STANFORD OVAL WASHINGTON POSITION: Washington Leadership Team NATURE: Volunteer Alumni Activities INVESTMENT RELATED: No #OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/21/2021 ADDRESS: 355 Galvez Street, Stanford CA 94305, United States DESCRIPTION: Match alumni interviewers with high school senior applicants ANACORTES SCHOOL DISTRICT SUPERINTENDENT ADVISORY POSITION: Council member NATURE: Public school district INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 08/15/2021 ADDRESS: 2202 M Avenue, Anacortes WA 98221, United States DESCRIPTION: Meet quarterly, provide guidance to issues brought up by district leadership Name: ECONOMIC DEVELOPMENT ALLIANCE OF SKAGIT COUNTY (EDASC) POSITION: Board of Director NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/27/2022 ADDRESS: 1932 E College Way, Suite B, Mount Vernon WA 98273, United States DESCRIPTION: Meeting monthly to oversee the organization's activities and help support its vision. Name: BARRETT FINANCIAL POSITION: Financial Advisor/Registered Rep NATURE: Mortgage/Lending Related INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/05/2018 ADDRESS: 1809 COMMERCIAL AVE, SUITE 10, Anacortes WA 98221 DESCRIPTION: Financial advising Name: KESTRA ADVISORY SERVICES POSITION: Financial Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 120 START DATE: 03/11/2020 ADDRESS: 5707 Southwest Pkwy. #2-400, Austin TX 78735 DESCRIPTION: Advisory work with clients Name: BRIGHT SPRING LLC POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2026 ADDRESS: 913 7th St, Anacortes WA 98221, United States DESCRIPTION: Owner Name: BRIGHT WATER LLC POSITION: Owner NATURE: Owns Barrett Financial INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2025 ADDRESS: 1809 Commercial Ave, Anacortes WA 98221, United States DESCRIPTION: Bright Water LLC owns Barrett Financial (and still using Barrett as DBA). Name: 4351 31ST AVE W POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2017 ADDRESS: 4351 31st Ave W, Seattle WA 98199, United States DESCRIPTION: This is an investment property and I am the owner and landlord

Exams

• S66 Uniform Combined State Law Examination
  2020-03-02

Designations

Other Names

• Amy Lee Hong
• Amy Jung Lee
• Amy Hong