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1014 Market Street Suite 100, Kirkland, WA 98033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-07-10 |
Branch Locations
1014 Market Street Suite 100, Kirkland, WA 98033 • United States
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 |
|---|---|---|---|---|
| Unionbanc Investment Services | Bellevue | WA | 10/2013 | 02/2019 |
| Fidelity Investment | Bellevue | WA | 02/2019 | 12/2020 |
| American Trust Investment Services Inc | Chicago | IL | 12/2020 | 07/2025 |
| Edmonds Devoted Family Care | Edmonds | WA | 09/2016 | Present |
| Clarity Capital Partners Llc | Newport Beach | CA | 12/2020 | 07/2025 |
| Elite Wealth Management, Inc. | Kirkland | WA | 07/2025 | Present |
(1) Edmonds Devoted Family Care, LLC (2) Not investment related (3) 21927 82nd PL W, Edmonds, Wa 98026. (4) Senior care (5) President (6) 10/3/2016 (7) 2.5 hours per month outside of business hours. (8) Zero hours during trading times and business hours; 8AM to 5PM.(9) Payroll, billing, insurance. No operations or management activities (1) Edmonds Warriors Junior Football (2) Not investment related (3) 7600 212th St SW, Edmonds, WA 98026. ( 4) Youth Tackle Football (5) Head Coach (6) 8/4/25 (Future) (7) 32 hours per month August, 24 hours per month September and October. Season completes in October. (9) Build and foster team culture to focus on fun, elevating skills, and learning fundamentals.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-17 |
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