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11400 Se 8Th Street Suite 225, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-12 |
| WA | RA | APPROVED | 2021-09-12 |
Branch Locations
11400 Se 8Th Street Suite 225, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Bellevue | WA | 06/2015 | 12/2023 |
| Truewealth Financial Partners, Llc | Bellevue | WA | 09/2021 | Present |
2/1/2022 - Patrick Severson, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 01/03/2022 - 2 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-10 |
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