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4343 Von Karman Ave Suite 250L, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-05-23 |
| WA | RA | APPROVED | 2021-07-26 |
| CA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-16 |
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