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Current Employers
Bridge Capital Consulting, Llc

4343 Von Karman Ave Suite 250L, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-05-23
WA RA APPROVED 2021-07-26
CA RA APPROVED 2021-07-09
  • TX RA
    APPROVED_RES
    Since 2022-05-23
  • WA RA
    APPROVED
    Since 2021-07-26
  • CA RA
    APPROVED
    Since 2021-07-09

Branch Locations

1030 N. Center Parkway Suite 104A, Kennewick, WA 99336 • United States

4343 Von Karman Ave Suite 250L, Newport Beach, CA 92660 • 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
144Th Fighter Wing California Air National Guard Fresno CA 01/2000 02/2019
United Planners' Financial Services Scottsdale AZ 04/2011 07/2021
Financial & Estate Advisors Bothell WA 04/2011 04/2018
Gies Associates Llc Kennewick WA 04/2018 12/2020
142Nd Fighter Wing Oregon Air National Guard Portland OR 02/2019 01/2023
Sagewater Financial Llc Kennewick WA 12/2020 07/2021
Bridge Capital Consulting Kennewick WA 07/2021 Present
  • 01/2000 → 02/2019
    144Th Fighter Wing California Air National Guard
    Fresno, CA
  • 04/2011 → 07/2021
    United Planners' Financial Services
    Scottsdale, AZ
  • 04/2011 → 04/2018
    Financial & Estate Advisors
    Bothell, WA
  • 04/2018 → 12/2020
    Gies Associates Llc
    Kennewick, WA
  • 02/2019 → 01/2023
    142Nd Fighter Wing Oregon Air National Guard
    Portland, OR
  • 12/2020 → 07/2021
    Sagewater Financial Llc
    Kennewick, WA
  • 07/2021 → Present
    Bridge Capital Consulting
    Kennewick, WA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-06-16
  • S66 Uniform Combined State Law Examination
    2007-06-16

View on SEC IAPD

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