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2828 Colby Avenue Suite 405, Everett, WA 98201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-05 |
| WA | RA | APPROVED | 2022-09-01 |
Branch Locations
2828 Colby Avenue Suite 405, Everett, WA 98201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Capital Financial Advisers, Llc | Newport Beach | CA | 05/2015 | 10/2016 |
| Pacific Crest Financial Advisors, Llc | Everett | WA | 07/2021 | Present |
| Cascadia Art Museum | Edmonds | WA | 11/2016 | Present |
| Climate Pledge Arena | Seattle | WA | 03/2022 | Present |
Merchandise sales at Climate Pledge Arena (Seattle). Non-investment related. 20 hours per month (all after market close). Volunteer at Cascadia Art Museum (Edmonds). Non-investment related. 12 hours per month (all after market close).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-09-12 |
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