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10655 Ne 4Th St. Suite #300, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-01-15 |
Branch Locations
10655 Ne 4Th St. Suite #300, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berntson Porter & Company, Pllc | Bellevue | WA | 08/2013 | 04/2021 |
| Berntson Porter Wealth Management, Llc | Bellevue | WA | 02/2020 | 11/2021 |
| Cbiz Berntson Porter | Bellevue | WA | 05/2021 | 11/2021 |
| Cloudfit Software Llc | Redmond | WA | 12/2021 | Present |
| Bmms Wealth Advisory Llc | Bellevue | WA | 01/2023 | Present |
| Julien Cpa Pllc | Woodinville | WA | 11/2021 | Present |
Owner - Julien CPA PLLC Address: 13284 NE 183rd St, Woodinville, WA 98072 Nature of Business: Income tax preparation and consulting. Non-investment related. Hours: Approximately 10 per week, half of which are during trading hours. Duties: Tax planning and preparation for clients. Financial Controller - CloudFit Software LLC Address: 9674 258th Ave NE, Redmond, WA, 98053 Nature of business: IT service provider doing cloud consulting. Hours: Approximately 20 hours per week, half of which are during trading hours. Duties: Accounting and tax work.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-21 |
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