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Current Employers
Ridge Falls Financial Planning

Bellingham, WA • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-07-02
  • WA RA
    APPROVED
    Since 2025-07-02

Branch Locations

Bellingham, 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
OrganizationCityStateFromTo
Ridge Falls Financial Planning Bellingham WA 02/2025 Present
Career Break Bellingham WA 10/2023 02/2025
Whatcom Educational Credit Union Bellingham WA 12/2017 09/2023
Whatcom Educational Credit Union Bellingham WA 07/2012 12/2017
  • 02/2025 → Present
    Bellingham, WA
  • 10/2023 → 02/2025
    Career Break
    Bellingham, WA
  • 12/2017 → 09/2023
    Whatcom Educational Credit Union
    Bellingham, WA
  • 07/2012 → 12/2017
    Whatcom Educational Credit Union
    Bellingham, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-19
  • S65 Uniform Investment Adviser Law Examination
    2024-10-19
Designations

View on SEC IAPD

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