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1815 North 45Th Street Suite 105, Seattle, WA 98103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-07-01 |
Branch Locations
1815 North 45Th Street Suite 105, Seattle, WA 98103 • United States
1524 Market Street, Suite 100, Kirkland, WA 98033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bovey & Assoc | Kirkland | WA | 05/2010 | Present |
| Kms Financial Services, Inc. | Seattle | WA | 11/2017 | 11/2020 |
| Securities America, Inc. | Kirkland | WA | 11/2020 | 07/2021 |
| Arbor Point Advisors | Kirkland | WA | 11/2020 | 07/2021 |
| Aspire Capital Advisors Llc | Kirkland | WA | 07/2021 | Present |
***TAX ASSISTANCE POSITION: Filer NATURE: Assist clients with filing tax returns for a fee INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/28/2020 ADDRESS: 1524 Market Street, Suite 100, Kirkland WA 98033 DESCRIPTION: Assist around 20-ish clients annually with filing their taxes. ***BOVEY & ASSOCIATES POSITION: Sales Assistant NATURE: I am a licensed sales Assistant for Kirkland Financial. I am paid through Bovey & Associates. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/01/2009 ADDRESS: 1524 Market Street, Suite 100, Kirkland WA 98272 DESCRIPTION: I am the licensed sales assistant for Kirkland Financial. ***HIGHLAND CAPITAL INSURANCE POSITION: Processing Insurance apps NATURE: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2019 ADDRESS: 1524 Market Street, Suite 100, Kirkland WA 98033 DESCRIPTION: Commission on life insurance contracts ***DBA - Kirkland Financial *Aspire Capital Advisors, Investment related- Yes, 1524 Market St. Suite 100 Kirkland, WA 89033, Nature- Registered with Aspire Capital, Position/Title- Registered, Start date- 7.1.21; Approximately 160 hours per month, 120 during trading hours, Description- Work with Kirkland Financial office of Aprire as back office support
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-04 |
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