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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldbloom Wealth Management Llc | Bellevue | WA | 09/2018 | 01/2020 |
| Goldbloom Wealth Management | Bellevue | WA | 03/2017 | 01/2020 |
| Bay Laurel Catering | Seattle | WA | 10/2015 | 02/2017 |
| Student | Puyallup | WA | 12/2013 | 06/2018 |
| Trutina Financial | Bellevue | WA | 01/2020 | 11/2023 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-22 |
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