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2155 112Th Ave Ne, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-05-01 |
| WA | RA | APPROVED | 2019-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Bellevue | WA | 02/2012 | 10/2017 |
| Tschetter Wealth Advisors | Bellevue | WA | 10/2017 | 07/2019 |
| Purshe Kaplan Sterlings Investments | Albany | NY | 10/2017 | Present |
| Ddd Partners, Llc Dba Tschetter Group | Bellevue | WA | 07/2019 | Present |
1) DDD Partners, LLC dba Tschetter Group; INVESTMENT RELATED; SEE REGISTERED BRANCH OFFICE LOCATION; FINANCE; PRINCIPAL; 10/2017; 160 HOURS/MONTH; 160 HOURS/MONTH DURING SECURITIES HOURS; PROVIDE INVESTMENT ADVISE AND FINANCIAL PLANS FOR CLIENTS 2) FIXED INSURANCE; NOT INVESTMENT RELATED; 305 108TH AVE NE SUITE 102 BELLEVUE, WA 98004; FIXED INSURANCE; INSURANCE AGENT; 10/2017; 1 HOUR/MONTH; 20 MINUTES/MONTH DURING SECURITIES HOURS; PROVIDE INVESTMENT ADVISE FOR CLIENTS AND FINANCIAL PLANNING. CLIENTS SOMETIMES HAVE A NEED FOR FIXED INSURANCE AD I SEARCH THE MARKET FOR THE BEST POSSIBLE INSURANCE TO FIT THEIR NEEDS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-18 |
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