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125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2018-04-03 |
Branch Locations
601 Union Street Ste 5301, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Insights | Tacoma | WA | 06/2016 | 10/2017 |
| Meziere Advisors Llc | Wenatchee | WA | 02/2014 | 03/2018 |
| United Capital Financial Advisors, Llc | Irving | TX | 03/2018 | Present |
1. Owner at Meziere Advisors, LLC, a health insurance agency. Organization's primary address is in Sumner, WA. Organization is not primarily engaged in investment-related activities. Start Date is on February 1st, 2016. One hour per year. Duties include maintaining licenses and registrations for the agency. 2. Public Notary; this is a non investment-related business; Sumner Washington; Notarizing documents; Notary Holder; NOV 2022; 1 hours per month; 0 hours during security trading hours; notarizing documents.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-24 |
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