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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-27 |
| WA | RA | APPROVED | 2026-04-23 |
Branch Locations
7900 Se 28Th Street Suite 500, Mercer Island, WA 98040 • United States
345 California Street Suite 600, San Francisco, CA 94104 • United States
7900 Se 28Th Street Suite 500, Mercer Island, WA 98040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-01-23 |
Branch Locations
7900 Se 28Th Street Suite 500, Mercer Island, WA 98040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldbloom Wealth Management Llc | Mercer Island | WA | 02/2022 | Present |
| Shiftboard | Carnation | WA | 11/2017 | 12/2019 |
| University Of Washington Hfs | Seatle | WA | 01/2020 | 03/2020 |
| Instacart | Seatle | WA | 04/2020 | 09/2020 |
| Whole Foods Market | Redmond | WA | 09/2020 | 07/2021 |
| University Of Washington Hfs | Seatle | WA | 09/2021 | 06/2022 |
| Student | Carnation | WA | 12/2014 | 12/2017 |
| Farther | Mercer Island | WA | 04/2026 | Present |
Name of other business: Goldbloom Advisory LLC; Is business Investment related: Yes; Address of other business: 7900 SE 28th St., Suite 500, Mercer Island, WA 98040; Nature of other business: Business Consulting, Insurance Agency; Your position: Exec Administrator / Financial Operations Coordinator; Start date of relationship: 02/21/2022; Approx. # of hours /month devote to other business: various; Number of hours devoted to other business during securities trading hours: various; Briefly describe duties: Various, Financial Planning, management, admin, etc. Independent Insurance Agent; not investment-related; started 02/2025.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-11 |
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