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3312 Rosedale St Suite 201, Gig Harbor, WA 98335 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-10-10 |
| NV | RA | APPROVED | 2022-11-01 |
| NC | RA | APPROVED | 2022-09-21 |
| OR | RA | APPROVED | 2022-09-21 |
| SC | RA | APPROVED | 2022-09-21 |
| GA | RA | APPROVED | 2022-09-19 |
| HI | RA | APPROVED | 2022-09-19 |
| MO | RA | APPROVED | 2022-09-19 |
| AK | RA | APPROVED | 2022-09-16 |
| CA | RA | APPROVED | 2022-09-16 |
| CO | RA | APPROVED | 2022-09-16 |
| WA | RA | APPROVED | 2022-09-14 |
Branch Locations
3312 Rosedale St Suite 201, Gig Harbor, WA 98335 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Tacoma | WA | 12/2008 | 11/2017 |
| Wells Fargo Advisors Financial Network, Llc | Tacoma | WA | 11/2017 | 09/2022 |
| Lighthouse Wealth Strategies | Gig Harbor | WA | 09/2022 | Present |
TRUSTEE FOR CAVIEZEL WEALTH MANAGEMENT 401K, INV RELATED, FOX ISLAND, WA, START 6/1/2018, 140 HRS/MONTH, 5 HRS DURING TRADING, FINET PRACTICE 401K.; CAVIEZEL WEALTH MANAGEMENT LLC, INV RELATED, FOX ISLAND, WA, 57% OWNERSHIP, START 6/1/2018, 140 HRS/MONTH, 5 HRS DURING TRADING, FINET PRACTICE LLC. RENTAL PROPERTY, INV RELATED, SANDPOINT, ID, 100% OWNERSHIP, START 8/1/2020, 5 HOURS PER MONTH, ZERO DUIRNG TRADING, CABIN RENTED ON AIRBNB AND VRBO. RENTAL PROPERTY, INV RELATED, PACKWOOD, WA, 100% OWNERSHIP, START 1/1/2020, 10 HOURS PER MONTH, ZERO DUIRNG TRADING, CABIN RENTED ON AIRBNB AND VRBO. 180 W. TAFT LLC, INV RELATED, GIG HARBOR, WA, 100% OWNERSHIP WITH SPOUSE, START 8/17/2021, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS VACATION HOME.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-01-03 |
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