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Current Employers
Advisory Solutions Group

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-05-01
  • WA RA
    APPROVED
    Since 2026-05-01

Branch Locations

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

11400 Se 8Th St Suite 235, Bellevue, WA 98004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Elliott Bay Advisors Llc (Previously Elliott Bay Advisors) Kenmore WA 10/2007 04/2026
Cs Planning Corp. Portland OR 05/2018 04/2026
Cultivant Llc Bellevue WA 05/2018 04/2026
Elliot Bay Insurance Llc Kenmore WA 03/2023 Present
Advisory Solutions Group Bellevue WA 05/2026 Present
  • 10/2007 → 04/2026
    Elliott Bay Advisors Llc (Previously Elliott Bay Advisors)
    Kenmore, WA
  • 05/2018 → 04/2026
    Portland, OR
  • 05/2018 → 04/2026
    Cultivant Llc
    Bellevue, WA
  • 03/2023 → Present
    Elliot Bay Insurance Llc
    Kenmore, WA
  • 05/2026 → Present
    Bellevue, WA
Previous Registrations
  • 2018-05-23 → 2026-06-02
    Kenmore, WA
    Portland, OR
    Bellevue, WA
    Bellevue, WA
  • 2012-03-09 → 2013-09-16
    Summit Asset Strategies Wealth Management, Llc
    Bellevue, WA
  • 2008-04-21 → 2013-09-16
    Summit Asset Strategies Investment Advisors, Inc.
    Bellevue, WA
  • 2005-03-30 → 2006-08-07
    Seattle, WA
    Seattle, WA
Other Businesses

ELLIOTT BAY INSURANCE, LLC - MEMBER - INSURANCE AGENCY - KENMORE, WA. INSURANCE AGENCY AND SALES OF FIXED INSURANCE AND ANNUITY. 5 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS. ELLIOTT BAY ADVISORS, LLC - MEMBER - KENMORE, WA - ACCOUNTING AND TAX PREPERATION SERVICES - 60 HOURS PER MONTH, 20 HOURS DURING TRADING HOURS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-02-18
  • S63 Uniform Securities Agent State Law Examination
    1999-02-18
Designations

View on SEC IAPD

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