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9361 Bayshore Drive Nw, Silverdale, WA 98383 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2019-04-13 |
Branch Locations
N 1817 N Lakes Place Ste 100, Meridian, ID 83646 • United States
9361 Bayshore Drive Nw, Silverdale, WA 98383 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Meridian | ID | 04/2011 | 04/2019 |
| Clear Creek Financial Management, Llc | Silverdale | WA | 04/2019 | Present |
West Wealth Management, LLC; investment-related(?); 1817 N Lakes Place Ste 100, Meridian, ID 83646; Tax preparation; Enrolled Agent; 06/2013; 3 hours per month; Not during trading hours; prepare tax returns for about 30 clients. Not seeking to grow this line of business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-11 |
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