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One Union Square 600 University Street, Suite 2401, Seattle, WA 98101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2019-04-18 |
Branch Locations
One Union Square 600 University Street, Suite 2401, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Franklin/Templeton Distributors, Inc. | San Mateo | CA | 11/1992 | 03/2017 |
| Hohimer Wealth Management Llc | Seattle | WA | 04/2019 | Present |
| Vashon Capital | Menlo Park | CA | 03/2017 | 01/2019 |
| Lendinco | Seattle | WA | 06/2020 | Present |
1) LENDINCO; NON-INV RELATED; 600 UNIVERSITY STREET SUITE 2401, SEATTLE, WA 98101; PROVIDES RESIDENTIAL LENDING SERVICES; TITLE: LOAN CONSULTANT; JUNE 2020; 4 HOURS/MONTH; 0 HOURS DURING TRADING; REFERS BUSINESS TO LENDINCO 2) BEACON FUND ADVISORY BOARD; INV RELATED; 2398 E CAMELBACK ROAD, PHOENIX, AZ 85016; ALTERNATIVE INVESTMENT THAT HOHIMER WEALTH MANAGEMENT CLIENTS HOLD; TITLE: ADVISORY BOARD MEMBER; AS OF FEBRUARY 1, 2021; 1 HOUR/MONTH; 0 DURING TRADING HOURS; ATTEND QUARTERLY BOARD MEETINGS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-12-19 |
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