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525 Bigham Knoll, Jacksonville, OR 97530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2019-09-24 |
Branch Locations
10900 Ne 4Th Street Suite 1910, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kms Financial Services, Inc | Seattle | WA | 08/2017 | 07/2018 |
| 5 Point Financial Group, Inc | Bothell | WA | 05/2017 | 01/2018 |
| Unemployed | Seattle | WA | 11/2016 | 05/2017 |
| River Run Wealth Managment (Under Axa Advisors) | Bellevue | WA | 10/2015 | 11/2016 |
| 5 Point Financial Group, Inc. | Bothell | WA | 01/2018 | 09/2019 |
| 5 Point Financial Group Inc. | Bothell | WA | 03/2018 | 09/2019 |
| Cutler Investment Counsel, Llc | Bellevue | WA | 09/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-20 |
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