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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-03-09 |
Branch Locations
2700 156Th Avenue Ne Suites 100 & 125, Bellevue, WA 98007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America N.A. | Redmond | WA | 03/2024 | 03/2025 |
| Hyatt Hotels Group | Shanghai | 06/2018 | 08/2020 | |
| Intercontinental Hotels Group | Shanghai | 08/2015 | 06/2018 | |
| Unemployed | Bellevue | WA | 09/2020 | 03/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Redmond | WA | 03/2024 | 03/2025 |
| B.O.S.S. Retirement Solutions, Llc | Kirkland | WA | 03/2025 | 09/2025 |
| B.O.S.S. Retirement Advisors, Llc | Kirkland | WA | 03/2025 | 09/2025 |
| Raymond James Financial Services, Inc. | Bellevue | WA | 03/2026 | Present |
| Unemployed | Bellevue | WA | 09/2025 | 01/2026 |
| Raymond James Financial Services Advisors, Inc. | Bellevue | WA | 03/2026 | Present |
| Mercor | San Francisco | CA | 07/2026 | Present |
(1)Name of Business: Addison Avenue Investment Services Address: 2700 156th Ave NE Ste 100/225, Bellevue, WA, 98007-6554, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 02/23/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Serves as a transitional step to a Financial Advisor role by supporting and growing an existing book of business under the guidance of an established Financial Advisor. This role will assist members and prospects with information, products and procedures to implement an investment program, as well as working with clients already in the Financial Advisor's existing book of business. In addition to client-facing responsibilities, the Senior Associate Financial Advisor will work with the team to im (2)Name of Business: Addison Avenue Investment Services Address: 2700 156th Ave NE, Ste. 225, Bellevue, WA, 98007, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/09/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial advisor to members (3)Name of Business: First Tech Fed Credit Union Address: 22620 SE 4th St Ste 100, Sammamish, WA, 98074, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 02/23/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Serves as a transitional step to a Financial Advisor role by supporting and growing an existing book of business under the guidance of an established Financial Advisor. This role will assist members and prospects with information, products and procedures to implement an investment program, as well as working with clients already in the Financial Advisor's existing book of business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-12 |
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