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2407 Pacific Avenue Suite A, Olympia, WA 98501 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2019-02-14 |
Branch Locations
2407 Pacific Avenue, Suite A, Olympia, WA 98501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kaleigh Prentice - Independent Insurance | Olympia | WA | 07/2009 | 11/2019 |
| Prentice Wealth Management, Llc | Olympia | WA | 08/2015 | 01/2017 |
| Prentice Financial Planning, Llc | Olympia | WA | 01/2017 | Present |
Owner; Rental ownership of 5033 Viewridge DR; Investment Related: No; Location: 98501; Description of the business: Ownership of a rental home at 5033 Viewridge Dr SE Olympia, WA 98501; Responsibilities Duties: Collecting rent from tenant, upkeep of rental home as needed.; Start date with business: 2020-04-01; Hours devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 1%; Name of outside business: Cookie Making; Is the business investment related: No; Location of the business: 7825 Canterwood Dr SE Olympia WA 98513 USA; Description of the business: Making decorated sugar cookies, sometimes as a donation, sometimes for charge.; Position Title: Owner; Responsibilities Duties: Making and decorating cookies; Start date with business: 2023-05-03; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 35;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-14 |
| S66 | Uniform Combined State Law Examination | 2008-11-24 |
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