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9361 Bayshore Drive Nw, Silverdale, WA 98383 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-09-08 |
Branch Locations
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 |
|---|---|---|---|---|
| Helios Quantitative Research | Loomis | CA | 04/2016 | Present |
| Clear Creek Financial Management | Silverdale | WA | 09/2017 | Present |
Helios Quantitative Research; investment related; CEO; an algorithm based consulting firm; 100% of time spent during trading hours; Start Date 04/2016. Dollar Dollar Dollar, non-investment related, golf application, sports betting technlogy; 0 hours; equity owner, 1/8/19. Pulse360, non-investment related, meeting documentation and storage app, zero hours; investor, 6/9/20.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-27 |
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