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Bmms Wealth Advisory LLC CRD 309479
22 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
10655 Ne 4Th St. Suite #300, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| WA | RA | APPROVED | 2020-11-30 |
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 |
|---|---|---|---|---|
| Bmms Wealth Advisory Llc | Bellevue | WA | 12/2020 | Present |
| Bmms Partners, Pllc | Bellevue | WA | 12/2019 | Present |
| Berntson Porter & Company, Pllc | Bellevue | WA | 10/2016 | 12/2019 |
| Pricewaterhousecoopers | New York | NY | 10/2013 | 09/2016 |
Since December 2019 I am a 50% partner and a CPA with BMMS Partners, PLLC, an affiliated accounting sharing a location with the advisory firm. I spend the majority of my working time working as a CPA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-30 |
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