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214 N Commercial St., Bellingham, WA 98225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2015-11-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Chesbrough, Investment Advisor | Bellingham | WA | 09/2012 | 05/2017 |
| Bellingham School District | Bellingham | WA | 09/2012 | 08/2019 |
| Trail Financial Planning Llc | Bellingham | WA | 04/2017 | Present |
the name of the other business: 214 Commercial, LLC whether the business is investment-related: NO the address of the other business: 214 N Commercial St, Bellingham, WA the nature of the other business: RENTAL PROPERTY MANAGEMENT your position, title, or relationship with the other business: PARTNER the start date of your relationship: JUNE 2014 the approximate number of hours/month you devote to the other business: 2 the number of hours you devote to the other business during securities trading hours: 0 briefly describe your duties relating to the other business: LANDLORD DUTIES (MAINTENANCE, PROPERTY UPKEEP, ETC.)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-18 |
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