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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-06-27 |
Branch Locations
1221 N. State Street, Bellingham, WA 98225 • United States
1200 12Th Street, Bellingham, WA 98225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hilltop Church | Ferndale | WA | 07/2020 | 04/2021 |
| Christ Church | Bellingham | WA | 01/2018 | 06/2020 |
| Graduate School | Saint Louis | MO | 06/2016 | 12/2017 |
| Thrivent Investment Management Inc | Ferndale | WA | 05/2021 | 07/2023 |
| Skyline Advisors, Inc | Bellingham | WA | 08/2023 | 03/2024 |
| Key Investment Services, Llc | Oak Harbor | WA | 06/2024 | Present |
RENTAL POSITION: Owner, NATURE: Investment, INVESTMENT RELATED: Yes, NUMBER OF HOURS: 1, SECURITIES TRADING HOURS: 0, START DATE: 08/01/2021, ADDRESS: Eastgate Loop, Ferndale WA 98248, United States, DESCRIPTION: Manage Rental
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-08 |
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