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9361 Bayshore Drive Nw, Silverdale, WA 98383 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2018-10-02 |
Branch Locations
9414 Ridgetop Blvd #103, Silverdale, WA 98383 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Allied Securities, Inc. | San Diego | CA | 12/2008 | 04/2017 |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 07/2012 | 04/2017 |
| Clear Creek Financial Management, Llc | Silverdale | WA | 08/2018 | Present |
| N/A | Poulsbo | WA | 04/2017 | 08/2018 |
1)COUPE INSURANCE & FINANCIAL CORP.; OWNER; HOLDING COMPANY OR SUB-S CORP; START DATE: 11/1/1996 2.)CLEAR CREEK GROUP, LLC REAL ESTATE (AGENT) 4 HOURS PER MONTH 02/01/2015 4.) CENTRAL VALLEY PROPERTIES LLC PARTNER REAL ESTATE (AGENT) 4 HOURS PER MONTH 01/01/2014 5.) SILVER BULLET FLOORING LLC PARTNER REAL ESTATE (RENTAL) 4 HOURS PER MONTH 01/01/2014 6.) COPPER PROPERTIES LLC; PARTNER; REAL ESTATE; START DATE 1/1/2008; 4 HOURS PER MONTH. 8)Guaranteed Rate Affinity; Investment related; 4550 Newberry Hill Rd NW, Suite 102, Silverdale WA 98312; Loan Consultant; start date of 8/29/2025; Spend approx 30 hours per month during trading hours on this activity; Consult with clients regarding home loans.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 1990-07-12 |
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