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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-01-02 |
Branch Locations
22232 17Th Avenue Se Suite 310, Bothell, WA 98021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cbiz | Bellevue | WA | 01/2022 | 09/2025 |
| Boise State University | Boise | ID | 08/2017 | 12/2021 |
| Tj Maxx | Woodinville | WA | 03/2016 | 08/2017 |
| Pacific Crest Financial Services, Llc | Bothell | WA | 10/2025 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 10/2025 | Present |
| Cetera Investment Advisors | Schaumburg | IL | 01/2026 | Present |
1. NAME OF OTHER BUSINESS: PACIFIC CREST FINANCIAL SERVICES, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-19 |
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