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Bothell, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-05-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Corporation | Seattle | WA | 11/2008 | 01/2025 |
| Northshore Wealth Management | Bothell | WA | 02/2025 | Present |
| Wsecu Investment Management | Seattle | WA | 09/2006 | 01/2025 |
1. 03/04/2011 - NON-VARIABLE INSURANCE, WSECU INSURANCE SERVICES, 5% OF TIME SPENT. 2. Alyse Leigh Clark writes books about personal finance which may be published in the future. Approximately two hours a week are spent on this other business activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-01 |
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