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2911 Bond Street, Suite 200, Everett, WA 98201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-09-17 |
| WA | RA | APPROVED | 2020-09-17 |
Branch Locations
1201 Pacific Avenue Suite 600, Tacoma, WA 98201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Denver | CO | 05/2009 | 07/2020 |
| Madrona Financial Services, Llc | Tacoma | WA | 08/2020 | Present |
| Purshe Kaplan Stering Investments | Albany | NY | 08/2020 | 01/2023 |
Madrona Financial - Investment Related - 2911 Bond St. Suite 200 Everett WA 98201 - RIA - Financial Advisor - 08/01/2020 - 160 hours a month - 4 trading hours a month - Financial Advisor Duties***** Madrona Financial Services LLC - 2911 Bond St. Suite 200 Everett WA 98201 - Online Webinar for LTC - 1hr per month - Presentor
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-05-13 |
| S65 | Uniform Investment Adviser Law Examination | 1998-05-13 |
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