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6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-04-09 |
Branch Locations
6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axxcess Wealth Management, Llc | Seattle | WA | 04/2024 | 08/2026 |
| Jennifer P. Easley, Cfp | Bainbridge | WA | 08/2018 | 04/2024 |
| Bainbridge Health And Rehabilitation | Bainbridge | WA | 06/2017 | 03/2018 |
| Bainbridge Island Athletic Club | Bainbridge Island | WA | 06/2014 | 09/2016 |
| University Of Washington | Seattle | WA | 09/2014 | 06/2018 |
| First Pacific Financial, Inc. | Vancouver | WA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-29 |
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