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650 Ne Holladay St Suite 1600, Portland, OR 97232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-01 |
| WA | RA | APPROVED | 2025-03-05 |
| OR | RA | APPROVED | 2024-11-07 |
Branch Locations
5470 Shilshole Ave Nw Ste 510-B, Seattle, WA 98107 • United States
650 Ne Holladay St Suite 1600, Portland, OR 97232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goddard Financial Planning(Formerly: Bluecanoefinancialplanning) | Seattle | WA | 04/2016 | 05/2020 |
| Xena Financial Planning | Seattle | WA | 05/2020 | 08/2025 |
| Xena Financial Planning, Llc | Portland | OR | 09/2024 | Present |
| Xena Rising Llc | Seattle | WA | 10/2025 | Present |
Xena Rising LLC; Not investment-related; 5470 Shilshole Ave NW #510B Seattle, WA 98107; Speaking and coaching; CEO; Start date: 10/22/2025; Approximately 10 hrs per month; 0 hrs per month during trading hours; Speaking at events and leading retreats for financial advisors.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-29 |
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