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539 Broadway #J1, Tacoma, WA 98402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-08-12 |
| WA | RA | APPROVED | 2024-07-17 |
| CO | RA | APPROVED | 2024-01-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2016 | 02/2022 |
| Kupala Ventures | Tacoma | WA | 04/2022 | Present |
| Equal Path Investments, Llc | Tacoma | WA | 10/2023 | Present |
Carlie Ransom is currently employed as Owner, Funding Strategist, and Grant Writer at Kupala Ventures. This activity accounts for approximately 5% of their time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-14 |
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