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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Olympic Virtual | Sequim | WA | 04/2020 | 05/2021 |
| Strait Financial Advice, Inc. | Sequim | WA | 02/2021 | Present |
| Parsinen Landscape Maintenance Inc | Sequim | WA | 10/2020 | 11/2020 |
| Cash Flow Investments Inc | Port Angeles | WA | 07/2019 | 09/2020 |
| Alderwood Bistro, Ltd. | Sequim | WA | 06/2016 | 08/2019 |
| Rk Car Wash L.L.C. | Sequim | WA | 08/2010 | 08/2019 |
| Whitaker Construction Co | Brigham City | UT | 05/2019 | 05/2019 |
| Clay Lacy Aviation | Van Nuys | CA | 05/2019 | 08/2019 |
| Young Honda Llc | Logan | UT | 06/2018 | 10/2018 |
| Utah State University | Logan | UT | 01/2015 | 08/2020 |
| Utah State Dining Services | Logan | UT | 01/2016 | 12/2017 |
| Keehn & Company, Llc | Logan | UT | 02/2018 | 05/2019 |
| Sagepoint Financial, Inc. | Sequim | WA | 05/2021 | Present |
| Osaic Wealth, Inc. | Sequim | WA | 09/2023 | 11/2025 |
| Osaic Wealth, Inc. | Sequim | WA | 11/2025 | Present |
1. STRAIT FINANCIAL ADVICE, INC. POSITION: Registered Assistant NATURE: Corporation. INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 85 START DATE: 02/16/2021 ADDRESS: 193 W. Cedar St., PO BOX 1600, Sequim WA 98382, United States DESCRIPTION: Assist in operational activities of the firm. 2. SO FREE FOODS, INC. POSITION: FOUNDER NATURE: CORPORATION INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 06/24/2025 ADDRESS: 259 ROUPE RD, SEQUIM WA 98382, United States DESCRIPTION: LEAD PRODUCT DEVELOPMENT EFFORTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-13 |
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