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1420 5Th Ave Suite 2200, Seattle, WA 98101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-10 |
| WA | RA | APPROVED | 2024-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Madrona Financial Group | Seattle | WA | 07/2014 | 12/2020 |
| Voya Financial Advisors | Seattle | WA | 09/2014 | 01/2024 |
| Zetlmaier Wealth Management Llc | Seattle | WA | 01/2021 | Present |
NAME OF ENTITY: Our Lady of Guadalupe Catholic Youth Organization; No; 7000 35th Ave SW; Seattle; WA; 98126; youth sports league; Treasurer; 9/11/2019; 10; 0; Assisting athletic director, helping with annual dinner and golf event, prepare financial reports from fundraisers, league dues, and org expenses|; NAME OF ENTITY: Washington Athletic Club; No; 1325 6th Ave; Seattle; WA; 98101; Athletic Club; Board of Governors; 8/1/2020; 4; 0; Promoting the club to current and prospective members. Voting on various club issues and plans.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-29 |
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