Lantz Jefferson Berets

Current Employers

Berets Financial Services Llc

Olympia, WA • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2020-04-07

WA RA
APPROVED

Since 2020-04-07

Branch Locations

Olympia, WA • 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

Organization	City	State	From	To
H & R Block	Olympia	WA	01/2019	04/2020
Self Employed	Olympia	WA	09/2018	01/2019
Music And Arts	Olympia	WA	08/2002	07/2018
South Sound Community Orchestra	Olympia	WA	01/2019	Present
South Puget Sound Community Orchestra	Olympia	WA	09/2023	Present

01/2019 → 04/2020

H & R Block

Olympia, WA
09/2018 → 01/2019

Self Employed

Olympia, WA
08/2002 → 07/2018

Music And Arts

Olympia, WA
01/2019 → Present

South Sound Community Orchestra

Olympia, WA
09/2023 → Present

South Puget Sound Community Orchestra

Olympia, WA

Other Businesses

I teach music lessons (bassoon) in my home (3367 Ken Lake Dr. SW, Olympia WA 98512) and have since 2002. This business is not investment related. The number of hours can vary between one and three weekly, depending on my student load. These lessons are never during securities trading hours. I am self employed.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-11-01

S65 Uniform Investment Adviser Law Examination

2019-11-01