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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-04-15 |
Branch Locations
310 120Th Ave Ne #200, Bellevue, WA 98005 • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barrett Financial Group Llc | Chandler | AZ | 08/2024 | 04/2026 |
| Mann Mortgage Llc | San Diego | CA | 04/2021 | 08/2024 |
| Penrith Home Loans Llc | Seattle | WA | 11/2017 | 04/2021 |
| Volo Sports | Baltimore | MD | 08/2017 | 09/2020 |
| Unemployed | Seattle | WA | 03/2017 | 08/2017 |
| Rocks Brewing Company | Alexandria | 09/2016 | 03/2017 | |
| Equitable Advisors, Llc | Bellevue | WA | 02/2026 | 03/2026 |
| Homeseed | Bellevue | WA | 05/2021 | 02/2026 |
| Unemployed | Seattle | WA | 03/2026 | 04/2026 |
| Concurrent Investment Advisors, Llc | Bellevue | WA | 04/2026 | Present |
| Alden Capital Management | Bellevue | WA | 04/2026 | Present |
Alden Capital Management; Investment Related: Yes; 310 120th Ave Northeast, Ste 200, Bellevue WA 98005; Support company/DBA; Non Owner; Wealth Planning Strategist; 4/14/2026; 160 hrs/mo; 140 trading hrs/mo; DBA under which name advisory services and general business administration is conducted. Fixed Insurance, Investment Related - Yes, 310 120th Ave NE, Ste 200, Bellevue, WA 98005, Start Date 04/14/2026, approximately 1% of hours/month dedicated to this activity. Provide insurance advice based on the needs of clients. Rental Real Estate; Investment Related - No; 755 N 75th St B, Seattle, WA 98103, Start Date 09/21/2018, approximately 1% of hours/month dedicated to this activity. Rental of personally owned property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-04 |
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