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2737 78Th Avenue Se Suite 103, Mercer Island, WA 98040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-12-20 |
Branch Locations
2737 78Th Avenue Se Suite 103, Mercer Island, WA 98040 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Mercer Island | WA | 05/2016 | 01/2023 |
| Mml Investors Services, Llc | Mercer Island | WA | 04/2016 | 01/2023 |
| Nwam, Llc Dba Northwest Asset Management | Mercer Island | WA | 01/2023 | 12/2024 |
| The Planner's Edge Llc | Mercer Island | WA | 12/2024 | Present |
(1) Insurance; investment-related; same address; licensed insurance producer; 4/27/2016; 0 hours per month. Licensed Insurance Producer in the State of Washington but not conducting insurance sales or service at this time. (2) Terra Firma Financial, LLC; not investment-related; same address; Owner; 1/19/2023; 0 hours per month; This entity does not provide advisory services. (3) The Bertschi School; not investment-related; 2227 10th Ave E, Seattle, WA 98102; Child Education; Member of Board of Trustees; 6/1/2021; 2 hours per month, none during securities trading hours; Volunteer Board Member for the school.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-27 |
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