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Cleona Lynn Hernandez

Greystone Financial & Estate Services, Inc.

Kirkland, WA

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Current Employers
Greystone Financial & Estate Services, Inc.

6725 116Th Avenue Ne Suite 150, Kirkland, WA 98033 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2022-04-28
  • WA RA
    APPROVED
    Since 2022-04-28

Branch Locations

6725 116Th Avenue Ne Suite 150, Kirkland, WA 98033 • 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
Greystone Financial & Estate Services, Inc. Seattle WA 07/1997 Present
Kms Financial Services, Inc. Seattle WA 02/2015 11/2020
Securities America, Inc. Kirkland WA 11/2020 Present
Securities America Advisors, Inc. Kirkland WA 11/2020 Present
Kms Financial Services, Inc. Seattle WA 05/2015 11/2020
  • 07/1997 → Present
    Greystone Financial & Estate Services, Inc.
    Seattle, WA
  • 02/2015 → 11/2020
    Kms Financial Services, Inc.
    Seattle, WA
  • 11/2020 → Present
    Securities America, Inc.
    Kirkland, WA
  • 11/2020 → Present
    Securities America Advisors, Inc.
    Kirkland, WA
  • 05/2015 → 11/2020
    Kms Financial Services, Inc.
    Seattle, WA
Previous Registrations
  • 2020-11-06 → 2022-05-02
    Securities America Advisors, Inc.
    Seattle, WA
    Kirkland, WA
  • 2015-05-05 → 2020-11-06
    Kms Financial Services, Inc.
    Seattle, WA
    Seattle, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-05
  • S66 Uniform Combined State Law Examination
    2015-05-05
Other Names
  • Cleona Lynn Price
  • Cleo Hernandez
  • Cleo Price
  • Cleona Lynn Price

View on SEC IAPD

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