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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-28 |
| WA | RA | APPROVED | 2022-03-25 |
Branch Locations
20700 44Th Ave West Suite 500, Lynnwood, WA 98036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Bellevue | WA | 10/2012 | 01/2017 |
| Lpl Financial, Llc | Seattle | WA | 02/2017 | 03/2018 |
| Viridian Ria, Llc | Seattle | WA | 02/2017 | 06/2021 |
| Financial Engines Advisors L.L.C. | Santa Clara | CA | 06/2021 | Present |
1)Rental Properties; INVESTMENT RELATED: No; ADDRESS: Lynnwood, WA 98087; NATURE: I own and manage rental properties for myself and my in-laws.; POSITION: Owner/manager; START DATE: 06/01/2007; NUMBER OF HOURS/MONTH: 03 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 01 Hrs.; DUTIES: Collect rent, complete or manage maintenance, evictions, leasing, etc... 2)Matthew Boelter LLC; INVESTMENT RELATED: No; ADDRESS: Lynnwood, WA 98087; NATURE: Past insurance residual compensation and crypto mining with my son. I no longer place any insurance business.; POSITION: Owner; START DATE: 10/05/2012: NUMBER OF HOURS/MONTH: )5 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 01 Hrs.; DUTIES: I maintain my business to get residual income from past insurance sales. I also do some software development with my kids and run the profits and expenses through this business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-03 |
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