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500 108Th Avenue Ne Suite 1100, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-06-05 |
Branch Locations
500 108Th Avenue Ne Suite 1100, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Consilio Wealth Advisors, Llc | Bellevue | WA | 05/2025 | Present |
| College Of Financial Planning | Edgewood | WA | 05/2024 | 05/2025 |
| The Retirement Solution | Redmond | WA | 01/2021 | 05/2024 |
| The Retirement Solution | Redmond | WA | 07/2016 | 12/2020 |
Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 5% of time during the month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-06 |
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