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3600 136Th Pl Se Suite 270, Bellevue, WA 98006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-01-16 |
Branch Locations
3600 136Th Pl Se Suite 270, Bellevue, WA 98006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Opes Advisors, A Division Of Flagstar Bank | Seattle | WA | 10/2014 | 01/2019 |
| Opes Wealth Management Llc | Cupertino | CA | 01/2019 | 08/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle | WA | 08/2022 | 11/2024 |
| Flagstar Bank | Troy | MI | 01/2019 | 08/2022 |
| Bank Of America, N.A. | Seattle | WA | 09/2022 | 11/2024 |
| Fortis Capital Management | Bellevue | WA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-06 |
| S65 | Uniform Investment Adviser Law Examination | 2015-01-27 |
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