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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
| WA | RA | APPROVED | 2024-01-19 |
Branch Locations
Woodinville, WA • United States
2018 156Th Ave Ne, Bellevue, WA 98007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services | Bellevue | WA | 09/2004 | 01/2024 |
| Osaic Wealth, Inc. | Seattle | WA | 01/2024 | Present |
RADICLE WEALTH MANAGEMENT - FIXED INSURANCE POSITION: Agent NATURE: Fixed Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2020 ADDRESS: 701 Fifth Ave., Suite 4200, Seattle WA 98104, United States DESCRIPTION: I offer my clients various fixed insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-04 |
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