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500 Sw 116Th Avenue, Portland, OR 97225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-30 |
| OR | RA | APPROVED | 2021-06-16 |
| WA | RA | APPROVED | 2021-06-16 |
Branch Locations
701 N 36Th Street, Suite 310, Seattle, WA 98103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paracle Advisors | Mercer Island | WA | 06/2013 | 06/2021 |
| Blue Water Wealth, Inc. | Seattle | WA | 06/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-17 |
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