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Intirety, LLC CRD 306315
$100M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
10900 Ne 4Th Street Suite 2300, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2020-12-08 |
Branch Locations
10900 Ne 4Th Street Suite 2300, Bellevue, WA 98004 • United States
Selah, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 12/2015 | 09/2018 |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 10/2018 | 12/2020 |
| Intirety, Llc | Bellevue | WA | 12/2020 | Present |
Insurance licenses- Life, health, disability, long term care INSURANCE POSITION: Insurance producer NATURE: Insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2016 ADDRESS: 8273 N. Wenas Rd, Selah WA 98942, United States DESCRIPTION: I am licensed and able to provide life, health, disability, and long term care insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-28 |
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