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Port Orchard, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-06-23 |
Branch Locations
Port Orchard, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fs2 Capital Partners, Llc | Philadelphia | PA | 08/2012 | 07/2017 |
| Ameriprise Financial Services Inc. | Mercer Island | WA | 07/2017 | 11/2023 |
| Sound Financial Advisors, Inc. | Cle Elum | WA | 05/2024 | Present |
| Sound Capital Loans, Llc | Cle Elum | WA | 11/2023 | Present |
Real Estate Ownership; Single Family; Cle Elum, WA 98922; Not Investment Related; December 2021 and Single Family; Keaau, HI 96749; Not Investment Related; November 2021. VP of investor Services @ Sound Capital Loans (residential construction lending), Bellevue, WA 98040; Investment Related. Manager of Private Credit Funds (Reg D), Nov. 2023. 160 hrs./month, Fund administration, capital raising, investor relations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-07 |
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