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Jason David Preti

Unleashed Financial LLC

Kirkland, WA

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Current Employers
Unleashed Financial Llc

Kirkland, WA • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2015-06-17
  • WA RA
    APPROVED
    Since 2015-06-17

Branch Locations

Kirkland, WA • 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
Unleashed Financial Llc Kirkland WA 03/2015 Present
Previous Registrations
  • 2011-01-24 → 2014-07-02
    Coldstream Wealth Management
    Bellevue, WA
  • 2009-03-12 → 2011-02-17
    Appropriate Balance Financial Services Inc
    Bellevue, WA
  • 2007-10-23 → 2009-03-04
    Fsc Securities Corporation
    Edmonds, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-10-18
  • S66 Uniform Combined State Law Examination
    2007-10-18
Designations

View on SEC IAPD

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