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Seattle, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-03 |
| WA | RA | APPROVED | 2025-05-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Remedios Financial Planning | San Francisco | CA | 06/2015 | 04/2017 |
| Vista Wealth Management | Palo Alto | CA | 05/2017 | 07/2018 |
| Vista Wealth Management Group, Llc | Palo Alto | CA | 08/2018 | 10/2020 |
| Brighton Jones | Seattle | WA | 10/2020 | 01/2025 |
| Wonderland Financial Planning, Llc | Seattle | WA | 01/2025 | Present |
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