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Alexander James Castaneda

Avier Wealth Advisors

Bellevue, WA

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Current Employers
Avier Wealth Advisors

10655 Ne 4Th Street Suite 500, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2019-05-13
  • WA RA
    APPROVED
    Since 2019-05-13

Branch Locations

10655 Ne 4Th Street Suite 500, Bellevue, WA 98004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Avier Wealth Advisors Bellevue WA 07/2018 01/2019
Avier Wealth Advisors Bellevue WA 01/2019 Present
Oregon State University Corvallis OR 09/2014 06/2018
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-04-29
  • S65 Uniform Investment Adviser Law Examination
    2019-04-29

View on SEC IAPD

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Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

More in Bellevue, WA

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