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18300 Redmond Way Suite 250, Redmond, WA 98052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-11-17 |
| NY | RA | APPROVED | 2023-11-02 |
| TX | RA | APPROVED | 2021-09-01 |
| WA | RA | APPROVED | 2013-08-08 |
Branch Locations
18300 Redmond Way Suite 250, Redmond, WA 98052 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Income Solutions Inc. | Redmond | WA | 08/2013 | 12/2017 |
| The Retirement Solution Inc. | Redmond | WA | 08/2013 | Present |
| The Retirement Solution Inc | Redmond | WA | 09/2014 | Present |
THE RETIREMENT SOLUTION, INVESTMENT RELATED, LICENSED INSURANCE AGENT, RECOMMENDS AND SELLS INSURANCE PRODUCTS TO CLIENTS AND RECEIVES COMMISSIONS FROM INSURANCE SALES. CLIENTS ARE NOT REQUIRED TO PURCHASE RECOMMENDED INSURANCE PRODUCTS THROUGH THE REPRESENTATIVE AND MAY PURCHASE SUCH PRODUCTS FROM UNAFFILIATED INSURANCE AGENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-26 |
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