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8301-A 5Th Avenue Ne, Seattle, WA 98115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2017-08-24 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 01/2014 | 02/2017 |
| Seattle Wealth Management Llc | Seattle | WA | 01/2017 | Present |
| American Institutional Assets, Llc | Seattle | WA | 07/2018 | 12/2022 |
1.) CO-TRUSTEE OF COMPANY RETIREMENT PLAN; INVESTMENT RELATED; 8301-A 5TH AVENUE, SEATTLE, WASHINGTON 98115; LESS THAN 1 HOUR PER MONTH. 2.) SWM8301, LLC.; MEMBER; REAL ESTATE HOLDING COMPANY; NOT INVESTMENT RELATED; Not conducted at branch; APPROX. ZERO HOURS PER MONTH. 3.) ZEOLITE COMPOSITES, LLC (greenerconcrete.com); MEMBER AND ADVISOR; NOT INVESTMENT RELATED, 8301-A 5TH AVENUE, SEATTLE, WASHINGTON 98115; Business Advisor; 4 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-30 |
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