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Current Employers
Hidden Cove Wealth Management

249 Winslow Way East Suite 100, Bainbridge Island, WA 98110 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2022-03-25
  • WA RA
    APPROVED
    Since 2022-03-25

Branch Locations

249 Winslow Way East Suite 100, Bainbridge Island, WA 98110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citigroup Global Markets Inc. Seattle WA 01/2003 08/2021
Morgan Stanley Smith Barney Seattle WA 06/2009 08/2021
Resources Investment Advisors, Llc Overland Park KS 09/2021 03/2022
One Strategic Capital, Inc. Bainbridge Island WA 04/2021 Present
Hidden Cove Wealth Management, Llc Bainbridge Island WA 03/2022 Present
  • 01/2003 → 08/2021
    Seattle, WA
  • 06/2009 → 08/2021
    Morgan Stanley Smith Barney
    Seattle, WA
  • 09/2021 → 03/2022
    Resources Investment Advisors, Llc
    Overland Park, KS
  • 04/2021 → Present
    One Strategic Capital, Inc.
    Bainbridge Island, WA
  • 03/2022 → Present
    Hidden Cove Wealth Management, Llc
    Bainbridge Island, WA
Previous Registrations
  • 2021-09-07 → 2022-05-04
    Bainbridge Island, WA
    Overland Park, KS
  • 2009-06-01 → 2019-04-04
    Seattle, WA
    Silverdale, WA
    Tacoma, WA
    Seattle, WA
  • 2003-05-05 → 2009-06-01
    Silverdale, WA
    Seattle, WA
    Silverdale, WA
Other Businesses

NAME OF OTHER BUSINESS: ONE STRATEGIC CAPTIAL, INC.; INVESTMENT RELATED; YES; ADDRESS: 249 WINSLOW WAY EAST, SUITE 100,BAINBRIDGE ISLAND,WA 98110; NATURE OF OTHER BUSINESS; INSURANCE AGENCY; POSITION; INSURANCE AGENT; START DATE: 9/1/2021; NUMBER OF HOURS/MONTH: 15; NUMBER HOURS/MONTH DURING TRADING HOURS: 6; SALES OF INSURANCE PRODUCTS. NAME OF OTHER BUSINESS: RON ELZIG - INDUSTRY EXPERT WITNESS; POSITION; PRINCIPAL; INVESTMENT RELATED: NO; 564 PIERCE CT NW BAINBRIDGE ISLAND WA 98110; REVIEW CASE MATERIALS, PROVIDE MY FINDINGS, DEPOSITION. PERFORMED FOR LAW FIRM, MCNAUL EBEL NAWROT & HELGREN PLLC; START DATE WITH BUSINESS: 2023-02-13; HOURS/MONTH DURING TRADING HOURS: 10; HOURS/MONTH OUTSIDE TRADING HOURS: 40; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 0.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-27
S63 Uniform Securities Agent State Law Examination 1990-08-15
  • S65 Uniform Investment Adviser Law Examination
    2021-08-27
  • S63 Uniform Securities Agent State Law Examination
    1990-08-15

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