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1201 3Rd Avenue #2200, Seattle, WA 98101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2019-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Russell Investments | Tacoma | WA | 04/2009 | 07/2017 |
| Gvg17 Dba Ikigai Lab | Seattle | WA | 07/2017 | Present |
| Ikigai Wealth Llc | Seattle | WA | 07/2019 | Present |
| Connect3X Public Benefit Corporation | Seattle | WA | 04/2021 | Present |
1. the name of the other business: GvG17 LLC DBA Ikigai Lab 2. whether the business is investment-related: No 3. the address of the other business: 500 Yale N., Seattle, WA 98109 4. the nature of the other business: Coaching, Consulting, and Retreats 5. your position, title, or relationship with the other business: Principal 6. the start date of your relationship: July 14, 2017 7. the approximate number of hours/month you devote to the other business: 12 hours/month 8. the number of hours you devote to the other business during securities trading hours: 2 hours/month 9. and briefly describe your duties relating to the other business: Deliver coaching, consulting, and experiential retreats with an emphasis on the Japanese concept of ikigai. 1. the name of the other business: Connect3x, Public Benefit Corporation 2. whether the business is investment-related: No 3. the address of the other business: 500 Yale N., Seattle, WA 98109 4. the nature of the other business: Organizational Design 5. your position, title, or relationship with the other business: President and Chief Ikigai Officer 6. the start date of your relationship: April 28, 2021 7. the approximate number of hours/month you devote to the other business: 120 hours/month 8. the number of hours you devote to the other business during securities trading hours: 60 hours/month 9. and briefly describe your duties relating to the other business: Lead Connect3x's strategy to deliver well-being solutions to support organizations focused on a culture of engaged, thriving employees.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-14 |
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