Brett W Bly

Current Employers

Employment History

• 07/2023 → 12/2023
  Cornerstone First Mortgage
  San Diego, CA
• 07/2010 → 06/2023
  Westwood Mortgage
  Seattle, WA
• 09/2023 → Present
  New York Life
  Bellevue, WA
• 12/2023 → Present
  New York Life Securities
  Bellevue, WA
• 05/2024 → Present
  Eagle Strategies Llc
  Bellevue, WA
• 04/2026 → Present
  Warren Lane Bly Financial
  Lake Stevens, WA

Other Businesses

[Uniquity LLC ; investment related; holding companies for rental real estate; 33% owner; 18122 157TH AVE NE WOODINVILLE 98072-9289 WA; start 01/2013; 1 hour per month, 0 hours during securities trading hours] [Crimson and Gold LLC; An investment related real estate holding LLC; 50 percent owner; Properties are managed by an outside professional property manager.; 18122 157TH AVE NE WOODINVILLE WA 98072; Start Date 09/2004; Owner/member: 2 hours per month, 0 hours during securities trading hours; My duties are to speak with property manager, and commercial lenders about once or twice a quarter.] [LSCVancouver WA DST; A personal investment in a Delaware Statutory Trust that owns a elder home facility in Vancouver WA.; 170 N. RADNOR CHESTER ROAD # 250, Radnor PA 19087; start 05/2023; Owner/member; passive investment in a Delaware Statutory Trust; 0 hours per month] [ONE ON 4TH, DST; Investment related Delaware Statutory Trust ownership. A less than 1% interest in a DST that owns an apartment in Stillwater Oklahoma; passive investment, zero management control; 20 ENTERPRISE, SUITE 400, ALISO VIEJO, CA 92656; Start date/06/2023;- Role/Title- Owner/member; 0 hours spent on this passive investment] [Sound Investors LLC; Tangentially related to investments. A small LLC that employs one maintenance person who works on all of our rental properties. He bills his time to this LLC which gets money transferred in from other LLCs. 18122 157TH AVE NE WOODINVILLE 98072-9289 WA; Owner/member; Started 08/2006; Zero hours spent on this business. I have no direct duties for this LLC.] [ Building Cleveland LLC; Investment related real estate holding LLC; 18122 157TH AVE NE WOODINVILLE WA 98072; Owner/member; Started 10/2006; 1 hour per month, 0 hours during securities trading hours; calling property manager and/or business partners regarding maintenance and rent up issues. Also speak with commercial lenders about quarterly] [Rental Property - 310 NE Spaulding St, 320/322 NE Spaulding St, 515 NE Maple St,; 3 rental houses owned by myself and two other partners.; start 06/2006; rental income; 33% owner; real estate related] [Rental Property - 415 NE Kamiaken St,; start 02/2018; 415 NE Kamiaken St, Pullman WA; owner; 0 hours per month; real estate related] [Rental Property - 300 NE Ash St, 825 NE Opal St, 410 NE Colorado St, 955 NE C St, 620 NE Oak St and 630 NE Oak St,; 6 rental properties owned by myself, my business partner and my parents.; start 09/2011; 25% owner; 0 hours per month] [Rental Property - 305 NE Ash St, 715 NE Opal St; start 07/2003; rental income; rental properties owned with my sister and my business partner; 25% owner; 0 hours per month; real estate related][Rental Property - 1025 NE Indiana St, 1030 NE Monroe St,; 1025 NE Indiana St, Pullman WA 99163 and 1030 NE Monroe St, Pullman WA 99163; 1025 NE Indiana St, Pullman WA 99163; Start Date 04/2014; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours][Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 2008 123rd Ave NE Lake Stevens, WA 98258; Start Date 02/2026; Role/Title: Owner; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF WARREN LANE BLY FINANCIAL FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (LAKE STEVENS, WA); START DATE: 04/2026]

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-02
• S63 Uniform Securities Agent State Law Examination
  2024-03-16