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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-05-01 |
Branch Locations
11400 Se 8Th St Suite 235, Bellevue, WA 98004 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cs Planning Corp | Portland | OR | 03/2021 | 04/2026 |
| Cultivant Llc | Bellevue | WA | 05/2019 | 04/2026 |
| Envestnet Tamarac | Seattle | WA | 02/2019 | 05/2019 |
| Envestnet Tamarac | Seattle | WA | 08/2018 | 02/2019 |
| Envestnet Tamarac | Seattle | WA | 02/2018 | 08/2018 |
| Envestnet Tamarac | Seattle | WA | 03/2015 | 02/2018 |
| Elliott Bay Insurance Llc | Kenmore | WA | 03/2023 | Present |
| Advisory Solutions Group | Bellevue | WA | 05/2026 | Present |
ELLIOTT BAY INSURANCE, LLC - KENMORE, WA - INSURANCE AGENCY. 5 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS. VIDEOGRAPHER - FREELANCE/HOBBY - KENMORE, WA. LESS THAN 1 HOUR PER MONTH, 0 HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-26 |
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