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Kenmore, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2020-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsic | Edmonds | WA | 08/2005 | 03/2020 |
| Edwin Lane Financial Services, Llc | Kenmore | WA | 01/2002 | Present |
BUSINESS NAMES: MR. LARSON OWNS, NEIL E. LARSON, CPA, PLLC A NON-INVESTMENT RELATED CPA FIRM SINCE 1/1/07. IT IS LOCATED AT 8535 NE 147TH PLACE, KENMORE, WA 98028. HE DEDICATES AS MUCH TIME AS NECESSARY TO SUPPORT THE NEEDS OF HIS CLIENTS. HE OFFERS ACCOUNTING, TAX, AND SMALL BUSINESS CONSULTING SERVICES. HE ALSO OFFERS SELECT NON-EDWIN LANE FINANCIAL SERVICES LLC CLIENT'S TRUSTEE SERVICES. HE ALSO OFFICES INSURANCE TO THE GENERAL PUBLIC. Mr. Larson is a partial owner of several non-investment related small companies and real estate investments. These include Kirby Larson LLC, BD-1, the RB and Ruth H Dunn Charitable Foundation and several related trusts where Mr. Larson provides accounting, tax, management, and trustee services for these entities. They also include K&N Larson Enterprises LP (a family limited partnership formed in 1991) and its general partner Edwin Lane Investments Inc., along with several subsidiary real estate partnerships. Mr. Larson provides accounting, tax, finance and management services for these entities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-06-20 |
| S65 | Uniform Investment Adviser Law Examination | 2001-12-19 |
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