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10900 Ne 4Th Street Suite 2300, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-03-18 |
| WA | RA | APPROVED | 2020-11-02 |
Branch Locations
10900 Ne 4Th Street Suite 2300, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwn Securities Inc. | Palm Beach Gardens | FL | 11/2014 | 11/2020 |
| Intirety, Llc | Bellevue | WA | 11/2020 | Present |
SALE OF FIXED ANNUITIES AND LIFE INSURANCE; APPROXIMATELY 10 HRS/WK. LIFE INSURANCE POSITION: Sales NATURE: Sellign lifeinsurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2017 ADDRESS: 13810 SE Eastgate Way, Bellevue WA 98005, United States DESCRIPTION: Selling life insurance to clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-22 |
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