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Bellevue, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2011-09-02 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Kamada Investment Management | Kirkland | WA | 07/2011 | Present |
| Harvey Partners | Kirkland | WA | 04/2018 | 01/2024 |
| Citian | Washington | DC | 11/2024 | Present |
Harvey Partners (non investment related), 3240 Carillon Point, Kirkland, WA 98033, Consulting Firm, CFO, 4/1/2018, 25 hours/month, 1-2 hours/day, Part-time CFO to Harvey Partner owned private companies. AboutGolf; CEO; Investment Related: No; 5105 Carillon Point, Kirkland, WA 98033; Duties: Manage A Leadership Team Of 4. Previously To May 2021, I Was Advising Aboutgolf Through Harvey Partners, Where I Am A Partner Of The Family Office. The Board Of Directors Decided To Promote Me To CEO To Lead The Next Phase Of The Business. The Hours ~ 15 Per Week Will Remain The Same As Before Advising The Company.; 2021-05-06; Hours Devoted To Business During Trading Hours: 2; Hours Devoted To Business Outside Trading Hours: 2; Percentage Of Total Yearly Compensation Expected To Be Derived From The Business: 0; Investino, Inc.; Co Founder; Investment Related; Location: 10450 SE 14th St Bellevue WA 98004; Description: Mobile App for parents and friends to invest for their children. Fintech mobile application. Co-founder is CTO and developing the entire application.; Responsibilities Duties: Business development; Start date: 2024-06-07; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 1. Citian; CFO; Non Investment Related; Citian Washington DC 20003; Description: Infrastructure Software as a Service; Responsibilities Duties: CFO; 2024-11-01; Hours per month devoted to business during trading hours: 20; Hours per month devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 30. AboutGOLF; CEO; Non Investment Related; aboutGOLF Maumee OH 43537; Description: Golf simulator software and hardware; Responsibilities Duties: Operating the business; 2018-01-01; Hours per month devoted to business during trading hours: 3; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 25 . Investino, Inc.; Co-Founder; Non Investment Related; Investino, Inc Bellevue WA 98004; Description: Mobile application for children; Responsibilities Duties: Product Development; 2024-06-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 5. Athennian; Advisor; Non Investment Related; Athennian Calgary AB T2R0C3 Canada; Description: Legal Software as a Service Startup; Responsibilities Duties: Advising on corporate financial matters; 2017-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1. Bamboo Technologies; Board of Directors; Non Investment Related; Bamboo Technologies Seattle WA 98101; Description: Growth marketing agency; Responsibilities Duties: Board of Director; 2014-07-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-25 |
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