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Neil Edwin Larson

Edwin Lane Financial Services, LLC

Kenmore, WA

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Current Employers
Edwin Lane Financial Services, Llc

Kenmore, WA • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2020-04-29
  • WA RA
    APPROVED
    Since 2020-04-29

Branch Locations

Kenmore, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fsic Edmonds WA 08/2005 03/2020
Edwin Lane Financial Services, Llc Kenmore WA 01/2002 Present
Previous Registrations
  • 2005-08-24 → 2020-03-31
    Fsic
    Boca Raton, FL
    Kenmore, WA
    Boca Raton, FL
    Edmonds, WA
    Kenmore, WA
    Kenmore, WA
  • 2005-05-23 → 2005-08-01
    Seidman Private Advisors Llc
    Kirkland, WA
  • 2002-04-16 → 2003-03-12
    Edwin Lane Financial Services, Llc
    Kenmore, WA
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-06-20
S65 Uniform Investment Adviser Law Examination 2001-12-19
  • S63 Uniform Securities Agent State Law Examination
    2003-06-20
  • S65 Uniform Investment Adviser Law Examination
    2001-12-19
Designations
Other Names
  • Neil Edwin Larson

View on SEC IAPD

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