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8301-A 5Th Avenue Ne, Seattle, WA 98115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-12-07 |
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 | 03/2017 |
| Ross Securities Corporation | New York | NY | 06/2017 | 03/2018 |
| Seattle Wealth Management Llc | Seattle | WA | 01/2017 | 12/2020 |
| Rcx Capital Group Llc | San Diego | CA | 06/2018 | 12/2019 |
| American Institutional Assets, Llc | Seattle | WA | 07/2018 | 12/2022 |
| Seattle Wealth Management Llc | Seattle | WA | 12/2022 | Present |
1.) UHM, LLC, MANAGER; NOT INVESTMENT RELATED; Not conducted at branch; 2 HOURS PER MONTH. 2.) CO-TRUSTEE OF COMPANY RETIREMENT PLAN; INVESTMENT RELATED; 8301-A 5TH AVENUE, SEATTLE, WASHINGTON 98115; LESS THAN 1 HOUR PER MONTH. 3.) SWM8301, LLC.; MEMBER; REAL ESTATE HOLDING COMPANY; NOT INVESTMENT RELATED; Not conducted at branch; APPROX. 1 HOUR PER MONTH. 4.) ARMOR4ME, LLC; PARTNER; NOT INVESTMENT RELATED, 8301-A 5TH AVENUE, SEATTLE, WASHINGTON 98115; MEMBER/MANAGER; 2-4 HOURS PER WEEK. 5.) AGRINUTRIENT, LLC; PARTNER; NOT INVESTMENT RELATED, 8301-A 5TH AVENUE, SEATTLE, WASHINGTON 98115; MEMBER/MANAGER; 2-4 HOURS PER WEEK. 6.) AZTEC PREMIUM, LLC; PARTNER; NOT INVESTMENT RELATED, 8301-A 5TH AVENUE, SEATTLE, WASHINGTON 98115; MEMBER/MANAGER; 2-4 HOURS PER WEEK. 8.) ZEOLITE COMPOSITES, LLC (greenerconcrete.com); PARTNER; NOT INVESTMENT RELATED, 8301-A 5TH AVENUE, SEATTLE, WASHINGTON 98115; MEMBER/MANAGER; 40 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-10 |
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