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115 2Nd Avenue North Suite 200, Edmonds, WA 98020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-30 |
| WA | RA | APPROVED | 2019-05-28 |
Branch Locations
115 2Nd Avenue North Suite 200, Edmonds, WA 98020 • United States
Woodland, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sage Advisors, Llc | Seattle | WA | 05/2014 | 12/2016 |
| Sage Advisors, Llc | Edmonds | WA | 05/2019 | Present |
| Kms Financial Services, Inc. | Seattle | WA | 09/2015 | 10/2020 |
| Kms Financial Services, Inc. | Seattle | WA | 09/2015 | 05/2019 |
| Sage Advisors, Llc | Edmonds | WA | 01/2017 | Present |
**SAGE ADVISORS, LLC - INVESTMENT-RELATED - SAME ADDRESS - RIA - CLIENT SERVICES SPECIALIST - 2015 - 176 HRS/MO, 121 HRS/MO DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-18 |
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