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11201 Se 8Th Street, Suite 105, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-06-30 |
Branch Locations
11201 Se 8Th Street, Suite 105, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc. | Woodbury | MN | 11/2006 | 09/2019 |
| Lpl Financial, Llc | Bellevue | WA | 09/2019 | 06/2025 |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2025 | Present |
| Asset One Wealth Management | Bellevue | WA | 06/2025 | Present |
1. Ascent One Wealth Management. Investment-related. At registered location. RIA. IAR. 06/2025. 160 hrs/month. 160 hrs during trading hrs. As one of the managing partners, I assist in all client facing activities for my clients. I also manage all accounting related tasks for the team and assist in portfolio constructions. 2. Fixed Insurance. Investment-related. At registered location. Insurance. Agent. 06/2025. 1 hr/month. 1 hr during trading hrs. Provide insurance advice based on the needs of clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-30 |
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