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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-20 |
| WA | RA | APPROVED | 2020-12-11 |
Branch Locations
10885 Ne 4Th Street Suite 1400, Bellevue, WA 98007 • United States
Bothell, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2016 | 08/2017 |
| Envia Financial, Inc. | Seattle | WA | 09/2017 | 10/2018 |
| Usa Financial Securities Corporation | Ada | MI | 01/2017 | 10/2018 |
| Ameriprise Financial Services, Inc. | Kirkland | WA | 10/2018 | 10/2020 |
| Nylife Securities Llc. | Bellevue | WA | 11/2020 | Present |
| New York Life Insurance Company | Bellevue | WA | 10/2020 | Present |
| Eagle Strategies Llc | Bellevue | WA | 12/2020 | Present |
| Center Wealth Strategies, Llc | Bellevue | WA | 07/2021 | Present |
| Bond Financial Pllc | Bellevue | WA | 02/2025 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 355 110th ave NE, Bellevue, WA 98004; start 10/2020; Insurance Broker; Commissions; 5 hours per month, 0 during securities trading hours; insurance broker] [OPERATING UNDER THE DBA NAME OF CENTER WEALTH STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; BELLEVUE, WA; START DATE: 07/2021] [OPERATING UNDER THE DBA NAME OF BOND FINANCIAL PLLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (BELLEVUE, WA); START DATE: 02/2025]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-08 |
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