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Mountlake Terrace, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-08-09 |
Branch Locations
800 Bellevue Way Ne, Bellevue, WA 98004 • United States
Renton, WA • United States
1201 Third Avenue Suite 2200, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Money Llc | Mountlake Terrace | WA | 05/2024 | Present |
| Buoy Financial Services Llc | Renton | WA | 01/2024 | Present |
| Martha Mcneely Psychotherapy Pllc | Seattle | WA | 02/2019 | Present |
| North Carolina State University | Raleigh | NC | 09/2022 | 10/2023 |
| The Allender Center | Seattle | WA | 09/2020 | Present |
| Fairfax Behavioral Health Hospital | Kirkland | WA | 08/2020 | 02/2022 |
| Value Logic Solutions | Seattle | WA | 04/2019 | 06/2020 |
| The Seattle School Of Theology And Psychology | Seattle | WA | 09/2018 | 03/2020 |
| Valley Cities Behavioral Healthcare | Seattle | WA | 07/2017 | 01/2019 |
| Value Logic Solutions | Seattle | WA | 11/2014 | 10/2017 |
| Ianfitness | Seattle | WA | 11/2014 | 05/2017 |
| The Seattle School Of Theology And Psychology | Seattle | WA | 09/2014 | 06/2017 |
| Mclayne Holdings Llc / Mclayne Property 1 Llc | Renton | WA | 07/2024 | Present |
Owner of Buoy Financial Services, LLC which offers bookkeeping services for therapists and helping professionals. Owner of Martha McNeely Psychotherapy, PLLC which offers individual therapy to adults in Washington state. Owner of McLayne Holdings LLC and McLayne Property 1 LLC, based in North Carolina for the purpose of investment real estate acquisition (started July 2024)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-22 |
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