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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-06-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth | Yakima | WA | 03/2026 | Present |
| Alegria Advisors | Yakima | WA | 02/2026 | Present |
| Baker Boyer Bank | Yakima | WA | 05/2011 | Present |
1. BBM FINANCIAL SERVICES - DBA ALEGRIA ADVISORS POSITION: Client Service Relationship Manager NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 02/01/2026 ADDRESS: 1440 N 16th Ave, Yakima WA 98902, United States DESCRIPTION: client service and administration associate. 2. NOTARY POSITION: Notary NATURE: Notary INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2026 ADDRESS: 1440 N. 16th Ave, Yakima WA 98902, United States DESCRIPTION: Notary
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-06 |
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