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1102 Broadway Suite 312, Tacoma, WA 98402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-26 |
| WA | RA | APPROVED | 2024-09-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Bank Na | Tacoma | WA | 01/1993 | 05/2022 |
| Financial Insights, Inc. | Tacoma | WA | 05/2022 | 09/2024 |
| Rainier Family Wealth, Inc | Puyallup | WA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-18 |
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