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10655 Ne 4Th Street Suite 500, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-06-09 |
Branch Locations
10655 Ne 4Th Street Suite 500, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Larimer Humane Society | Fort Collins | CO | 06/2016 | 05/2017 |
| Dale Kruger Cpa | Fort Collins | CO | 01/2017 | 04/2017 |
| Robert Half | Portland | OR | 05/2017 | 08/2017 |
| Brewvana | Portland | OR | 09/2017 | 11/2017 |
| Alan Webb Auto Group | Vancouver | WA | 01/2018 | 11/2018 |
| D.A. Davidson & Co. | Vancouver | WA | 11/2018 | 02/2022 |
| Ameriprise Financial Services, Llc | Sarasota | FL | 03/2022 | 03/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 04/2024 | 09/2024 |
| Community Foundation Of Sarasota County | Sarasota | FL | 04/2023 | 03/2024 |
| Easy Mile Management Llc | Bradenton | FL | 05/2023 | 06/2023 |
| Mac Inc | Tigard | OR | 11/2017 | 12/2017 |
| D.A. Bentley | Portland | OR | 05/2017 | 08/2017 |
| Boise State University | Boise | ID | 05/2016 | 05/2018 |
| Bank Of America, N.A. | Bellevue | WA | 04/2024 | 09/2024 |
| Kaizen Financial Advisors, Llc | Kirkland | WA | 09/2024 | 04/2025 |
| Avier Wealth Advisors | Bellevue | WA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-06 |
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