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3500 188Th St Sw Suite 102, Lynnwood, WA 98037-4757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-03-12 |
Branch Locations
3500 188Th St Sw Suite 102, Lynnwood, WA 98037-4757 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Seattle | WA | 02/2016 | 09/2016 |
| Orswell Events | Seattle | WA | 03/2016 | 10/2016 |
| Ameriprise Financial Services, Inc. | Bellevue | WA | 10/2016 | 12/2023 |
| Independent Financial Group, Llc | Lynnwood | WA | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-26 |
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