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500 108Th Ave Ne Suite 1840, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2014-09-23 |
Branch Locations
500 108Th Ave Ne Suite 1840, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Bellevue | WA | 01/2013 | Present |
| Boone Wealth Advisors | Bellevue | WA | 07/2016 | Present |
1. 10/7/2016: Boone Wealth Advisors - DBA: (Hybrid) Boone Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start 07/05/2016 - 200 Hours Per Month/80 Hours During Securities Trading - I provide investment advisory services Boone Wealth Advisos, an independent investment advisor firm. I started this business activity on 10/7/16. I expect to spend approximately 200 hours/month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 5/29/2018 - LTCI Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 05/21/2018 - 4 Hours Per Month/0 Hours During Securities Trading - Facilitate the purchase of a LTC policy for a client.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-30 |
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