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1200 Westlake Ave North Suite 508, Seattle, WA 98109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| CO | RA | APPROVED | 2025-01-01 |
| OR | RA | APPROVED | 2025-01-01 |
| WA | RA | APPROVED | 2019-07-11 |
Branch Locations
1200 Westlake Ave North Suite 508, Seattle, WA 98109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Perkins Coie Trust Company | Seattle | WA | 10/2010 | 04/2019 |
| 603 Financial, Inc. Dba Goddard Financial Planning | Seattle | WA | 05/2019 | 02/2021 |
| 603 Financial, Inc. Dba Arrivity Financial Planning | Seattle | WA | 02/2021 | Present |
1) Real estate (2 properties) owned and used for rental income. Investment related. The first property was purchased around 2005 and turned into a rental on June 1, 2020. The second property was acquired in 2023 and turned into a rental on October 27th, 2023. Ms. Jones spends an average of less than 1 hour per month on bookkeeping for the rental and paying associated bills for the properties. Zero hours are spent during hours of trading.
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