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2911 Bond Street, Suite 200, Everett, WA 98201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2007-11-19 |
Branch Locations
2911 Bond Street, Suite 200, Everett, WA 98201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bauer Evans, Inc., P.S. | Everett | WA | 10/2007 | Present |
| Madrona Advisory Group, Llc | Everett | WA | 07/2022 | Present |
| Madrona Financial & Cpas | Everett | WA | 10/2007 | Present |
| Madrona Insurance Services, Llc | Everett | WA | 01/2018 | Present |
KRISTI HAS SERVED ON THE BOARD OF DIRECTORS FOR MOUNTAIN PACIFIC BANK SINCE 2019. THIS IS A NON-INVESTMENT-RELATED POSITION. MOUNTAIN PACIFIC BANK IS LOCATED AT 3732 BROADWAY, EVERETT, WA 98201. SHE SPENDS APPROXIMATELY 10 HOURS PER MONTH ON THESE ACTIVITIES, MOST OF WHICH ARE NOT DURING SECURITIES TRADING HOURS. KRISTI IS A PARTNER AT ENTITIES RELATED TO MADRONA FINANCIAL SERVICES, LLC DBA MADRONA FINANCIAL & CPAS. HER ROLE AS PARTNER BEGAN IN 2021. THE ENTITIES INCLUDE MADRONA ADVISORY GROUP, LLC, BAUER EVANS, INC. P.S., AND MADRONA INSURANCE SERVICES, LLC. HER WORK ON BEHALF OF ALL THESE ENTITIES IS FULL-TIME AND IS CONNECTED TO THE RANGE OF SERVICES OFFERED THROUGH MADRONA FINANCIAL & CPAS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-11 |
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