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2911 Bond Street, Suite 200, Everett, WA 98201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-27 |
| WA | RA | APPROVED | 2020-11-17 |
Branch Locations
2911 Bond Street, Suite 200, Everett, WA 98201 • 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 |
|---|---|---|---|---|
| Cetera Investment Services Llc | St Cloud | MN | 10/2013 | 10/2020 |
| Homestreet Bank | Mountlake Terrace | WA | 10/2013 | 01/2020 |
| Cetera Investment Advisers Llc | Mountlake Terrace | WA | 01/2014 | 10/2020 |
| Madrona Financial Services | Mountlake Terrace | WA | 10/2020 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2020 | 01/2023 |
1) MADRONA FINANCIAL SERVICES, LLC. INVESTMENT RELATED BUSINESS. LOCATED AT 6100 219TH ST. SW, SUITE 480, MOUNTLAKE TERRACE WA 98043. REGISTERED INVESTMENT ADVISOR REPRESENTATIVE BUSINESS. STARTED 10/2020. 120 HRS/MO DEVOTED - 120 DURING TRADING. DUTIES ARE FINANCIAL ADVISOR. 2) FIXED INSURANCE. NOT INVESTMENT RELATED. LOCATED AT 6100 219TH ST. SW, SUITE 480, MOUNTLAKE TERRACE WA 98043. FIXED/TRADITIONAL BUSINESS. TITLE IS AGENT. STARTED 10/2020. 40 HRS/MO DEVOTED - 40 DURING TRADING. DUTIES ARE THE SALES OF FIXED/TRADITIONAL INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-06 |
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