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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-11-21 |
Branch Locations
4776 Cobble Way, Ferndale, WA 98248 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
2817 Wetmore Ave, Everett, WA 98201 • United States
8201 164Th Ave Ne Suite 200, Redmond, WA 98052 • United States
1700 Westlake Ave N, Seattle, WA 98109 • United States
1323 Commercial St, Bellingham, WA 98225 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kms Financial Services, Inc | Seattle | WA | 05/2009 | 05/2020 |
| Commonwealth Financial Network | San Diego | CA | 05/2020 | 11/2025 |
| Modahl Collaborative Llc | Bellingham | WA | 05/2020 | 11/2025 |
| Kestra Investment Services Llc | Walthan | WA | 11/2025 | Present |
| Kestra Advisory Services Llc | Walthan | WA | 11/2025 | Present |
NAME: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/12/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR NAME: MODAHL COLLABORATIVE POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 11/17/2025 ADDRESS: 4776 Cobble Way, Ferndale WA 98248, United States DESCRIPTION: Assessing clients needs and ensuring suitability NAME: FEUILLETTE, LLC POSITION: LLC Owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/12/2023 ADDRESS: 4776 Cobble Way, Ferndale WA 98248, United States DESCRIPTION: Maintaining commercial insurance on the property and paying HOA dues. I am not actively involved in the bakery operations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-18 |
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