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High Note Financial LLC CRD 322427
$12.6M regulatory AUM 4 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
La Center, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-03-13 |
| WA | RA | APPROVED | 2022-09-07 |
Branch Locations
La Center, WA • United States
Brenham, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Timepiece Financial Planning, Inc. | Vancouver | WA | 08/2019 | 07/2022 |
| Private Residence | La Center | WA | 01/2019 | 08/2019 |
| Middleton & Company | Vancouver | WA | 04/2018 | 01/2019 |
| Kansas State University | Manhattan | KS | 08/2016 | 04/2018 |
| Korg Usa | Melville | NY | 08/2016 | 04/2018 |
| Timepiece Financial Planning, Inc. | Vancouver | WA | 01/2020 | 07/2022 |
| High Note Financial Llc | La Center | WA | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-30 |
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