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Seattle, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2020-12-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | Mercer Island | WA | 06/2016 | 12/2016 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2017 | 04/2019 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2017 | 04/2019 |
| Block Advisors | Seattle | WA | 03/2017 | 12/2017 |
| Unemployed | Seattle | WA | 04/2019 | 07/2019 |
| Trader Joes | Seattle | WA | 08/2019 | 03/2020 |
| Pole Position Express | Lynnwood | WA | 04/2020 | Present |
| Evolve Financial | Seattle | WA | 08/2020 | Present |
Mr. Jeweler is a licensed insurance agent with various unaffiliated insurance companies. Accordingly, he earns typical and customary commissions for the sale of fixed insurance products. He spends up to 10 hours per month on this activity. Mr. Jeweler is also a Certified Public Accountant. He provides these services indivudally. He does not spend a material amount of time related to this other business and never during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-03-14 |
| S65 | Uniform Investment Adviser Law Examination | 1998-03-14 |
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