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2889 W Ashton Blvd. Suite 125, Lehi, UT 84048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-10-19 |
Branch Locations
10900Ne 4Th St Suite 2300, Bellevue, WA 98004 • United States
2889 W Ashton Blvd. Suite 125, Lehi, UT 84048 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comprehensive Wealth Management | Lynnwood | WA | 12/2012 | 05/2023 |
| Independent Financial Group Llc | Lynnwood | WA | 12/2013 | 05/2023 |
| Joslin Capital Advisors, Llc | Redmond | WA | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-31 |
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