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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-12-19 |
Branch Locations
120 W Dayton St Suite B10, Edmonds, WA 98020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services Llc | Edmonds | WA | 09/2025 | Present |
| Massmutual Life Insurance Company | Edmonds | WA | 08/2025 | Present |
| Federal Aviation Administration | Des Moines | WA | 08/2020 | 08/2025 |
| Federal Aviation Administration | Des Moines | WA | 11/2017 | 03/2019 |
| Unemployed | Lynnwood | WA | 03/2019 | 08/2020 |
| National Transportation Safety Board | Washington | DC | 12/2014 | 11/2017 |
| Sea Options, Llc | Lynnwood | WA | 01/2019 | 12/2025 |
NAME: ADEPT WEALTH MANAGEMENT, LLC INV REL: Y ADD: 120 W DAYTON ST, B-10, EDMONDS, WA, 98020 NATURE: ENTITY LLC - MARKETING AND BOOKKEEPING POSITION: FINANCIAL ADVISOR START DATE: 10/08/2025 NO. HR/MO: 160 NO. HR/MO DURING SEC TRADING: 120 DUTIES: FINANCIAL PLANNING, PORTFOLIO MANAGEMENT, MANAGING MEMBER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-19 |
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