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11411 Ne 124Th St Suite 255, Kirkland, WA 98034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-02-23 |
Branch Locations
11411 Ne 124Th St Suite 255, Kirkland, WA 98034 • United States
11411 Ne 124Th St Suite 255, Kirkland, WA 98034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Metairie | LA | 05/2018 | 04/2022 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2022 | 09/2024 |
| Northwestern Mutual Investment Services Llc | Mandeville | LA | 06/2022 | 09/2024 |
| Net Worth Financial Group | Metairie | LA | 02/2011 | 04/2022 |
| Leverage Planners Wealth Management, Llc | Bellevue | WA | 09/2025 | 02/2026 |
| No Bull Financial, Llc Dba Leverage Planners | Bellevue | WA | 10/2024 | 02/2026 |
| Leverage Planners Wealth Management, Llc | Bellevue | WA | 10/2024 | 09/2025 |
| Spg Advisors Llc | Kirkland | WA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-19 |
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