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2911 Bond Street, Suite 200, Everett, WA 98201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-27 |
| WA | RA | APPROVED | 2020-11-19 |
Branch Locations
2911 Bond Street, Suite 200, Everett, WA 98201 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Services | Saint Cloud | MN | 02/2013 | 10/2020 |
| Homestreet Bank | Lynwood | WA | 02/2013 | 01/2020 |
| Cetera Investment Advisers Llc | Mountain Terrace | WA | 01/2014 | 10/2020 |
| Madrona Financial Services, Llc | Everett | WA | 10/2020 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2020 | 01/2023 |
1. Fixed Insurance 2. Not investment related 3. 6100 219th St. SW Suite 480, Mountlake Terrace, WA 98043 4. Fixed/Traditional Insurance 5. Agent 6. 10/2020 7. 40 hrs/mo 8. 40 hrs during trading 9. Sales of Fixed / Traditional Insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-13 |
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