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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Washington State Employees Credit Union | Olympia | WA | 12/2016 | 10/2024 |
| Anchor Bank | Olympia | WA | 02/2016 | 12/2016 |
| Lpl Financial Llc | Olympia | WA | 03/2020 | 10/2024 |
| Osaic Wealth, Inc | Bellevue | WA | 10/2024 | Present |
1. NOTARY POSITION: Notary NATURE: Notary INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/04/2025 ADDRESS: 4200 6th Ave SE STE 307, Lacey WA 98503, United States DESCRIPTION: Notarize documents 2. WHITEHILL FINANCIAL POSITION: Client Relationship Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/01/2024 ADDRESS: 4200 6th Ave SE STE 307, Lacey WA 98503, United States DESCRIPTION: Registered assistant to advisors, client services, office management, licensed insurance agent. Insurance sales and service for various carriers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-04 |
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