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2911 Bond Street, Suite 200, Everett, WA 98201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-27 |
| WA | RA | APPROVED | 2016-01-08 |
Branch Locations
3933 Lake Washington Blvd Ne, Suite 350, Kirkland, WA 98033 • United States
2911 Bond Street, Suite 200, Everett, WA 98201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Madrona Financial & Cpas | Bellevue | WA | 06/2015 | Present |
| Bauer Evans, Inc. P.S. | Bellevue | WA | 10/2011 | Present |
| Madrona Advisory Group, Llc | Bellevue | WA | 07/2022 | Present |
| Madrona Insurance Services, Llc | Everett | WA | 01/2018 | Present |
JOEL MAHER IS A OWNER/MEMBER OF A REAL ESTATE SALES COMPANY MAHER GROUP LLC LOCATED AT 17922 157TH AVE NE WOODINVILLE, WA 98072. MAHER GROUP LLC IS NOT AN INVESTMENT RELATED COMPANY. HE HAS BEEN A OWNER/MEMBER SINCE 5/3/17. JOEL DEVOTES 10 HOURS A MONTH AND 0 HOURS DURING SECURITY TRADING HOURS TO THE REAL ESTATE COMPANY. HIS DUTIES INCLUDE ASSISTING WITH ADMINISTRATIVE TASKS, BOOKKEEPING, MARKETING, PROPERTY RESEARCH/ANALYSIS AND PROSPECTING. JOEL IS A PARTNER AT RELATED ENTITIES TO MADRONA FINANCIAL SERVICES, LLC DBA MADRONA FINANCIAL & CPAS. HIS ROLE AS PARTNER BEGAN in 2021. THE ENTITIES INCLUDE MADRONA ADVISORY GROUP, LLC, MADRONA INSURANCE SERVICES, LLC, AND BAUER EVANS, INC. P.S. HIS WORK ON BEHALF OF ALL THESE ENTITIES IS FULL_TIME AND IS CONNECTED TO THE RANGE OF SERVICES OFFERED THROUGH MADRONA FINANCIAL & CPAS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-08 |
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