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1721 Hewitt Ave Suite 511, Everett, WA 98201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2019-10-04 |
Branch Locations
1721 Hewitt Ave Suite 511, Everett, WA 98201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hdr Engineering Inc. | Seattle | WA | 01/2013 | 02/2018 |
| Madrona Financial Services, Llc | Everett | WA | 11/2018 | 09/2019 |
| Finn Street Financial, Llc | Everett | WA | 07/2017 | 11/2018 |
| Mcdevitt & Duffy Cpas | Edmonds | WA | 02/2018 | 06/2018 |
| Serene Wealth Planning, Llc | Everett | WA | 09/2019 | Present |
| Hdr Engineering Inc. | Everett | WA | 10/2019 | 06/2021 |
| Serene Divorce Planning Llc | Everett | WA | 06/2021 | Present |
Ms. Deason owns a divorce financial consulting firm called Serene Divorce Planning LLC. The firm opened in June 2021. The business is not investment-related. The business address is 1721 Hewitt Ave, #511, Everett, Washington, 98201. Ms. Deason's primary responsibilities include collecting, organizing, and analyzing a client's financial data to help the client understand the financial pros and cons of different divorce settlement scenarios. This activity accounts for approximately 50% of her time and is not investment related. Ms. Deason performs work for Serene Divorce Planning LLC during trading hours, which may present a conflict of interest between her duties at Serene Divorce Planning LLC and her duties at Serene Wealth Planning LLC. It is not anticipated that this work will negatively impact any Serene Wealth Planning LLC clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-13 |
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