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520 Kirkland Way Ste 201, Kirkland, WA 98033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-09-02 |
| TX | RA | APPROVED | 2025-05-28 |
| WA | RA | APPROVED | 2025-05-28 |
Branch Locations
520 Kirkland Way Ste 201, Kirkland, WA 98033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prevail Wealth Management Llc | Bothell | WA | 05/2012 | Present |
Prevail Wealth Management, LLC. 520 Kirkland Way, Ste. 201, Kirkland, WA 98033. Title: Managing Partner. 160 hours per month, Duties are investment advice and portfolio management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-11 |
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