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500 108Th Ave Ne Suite 1840, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2004-08-02 |
Branch Locations
777 108Th Ave Ne Suite 2230, Bellevue, WA 98004 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Bellevue | WA | 03/2000 | Present |
| Boone Wealth Advisors | Bellevue | WA | 05/2016 | Present |
1. 10/7/2016: Boone Wealth Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start 05/01/2016 - 200 Hours Per Month/80 Hours During Securities Trading - I provide investment advisory services Boone Wealth Advisos, an independent investment advisor firm. I started this business activity on 10/7/16. I provide investment advisory services Boone Wealth Advisos, an independent investment advisor firm. I started this business activity on 10/7/16. I expect to spend approximately 200 hours/month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 5/29/2018 - LTCi Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 05/21/2018 - 2 Hours Per Month/0 Hours During Securities Trading - Facilitate the purchase of a LTC policy for a client. 3. 3/17/2023 - RE Rentals, LLC - Investment Related - Scottsdale, AZ 85258 - Real Estate Rental - Owner - Start Date - 04/11/2022 - 5 Hours Per Month/0 Hours During Securities Trading 4. 09/15/2025- none- Business Entity For Tax/Investment Purposes Only- Not INV Related- At Reported Business Location(s)- Start date 03/15/2000- 15 Hours Per Month- 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-11-09 |
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