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18300 Redmond Way Suite 250, Redmond, WA 98052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-09-20 |
| WA | RA | APPROVED | 2008-10-15 |
Branch Locations
18300 Redmond Way Suite 250, Redmond, WA 98052 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| The Retirement Solution Inc. | Redmond | WA | 01/2007 | Present |
| Retirement Income Solutions Inc. | Redmond | WA | 05/2012 | 12/2017 |
| Absolute Return Insurance Solutions, Llc | Redmond | WA | 10/2013 | 12/2017 |
Manager; Geldboom, LLC; Investment related: No; Location: 9744 Carillon Park Dr Windermere, FL 34786; Description of the business: Administration; Business Started: 2019-09-30; During outside trading hours: 1; Expected total yearly compensation derived from the business: 100. Manager; Sivako, LLC; THE RETIREMENT SOLUTION, LLC. INVESTMENT RELATED, LICENSED INSURANCE AGENT, RECOMMENDS AND SELLS INSURANCE PRODUCTS TO CLIENTS AND RECEIVES COMMISSIONS FROM INSURANCE SALES. CLIENTS ARE NOT REQUIRED TO PURCHASE RECOMMENDED INSURANCE PRODUCTS THROUGH THE REPRESENTATIVE AND MAY PURCHASE SUCH PRODUCTS FROM UNAFFILIATED INSURANCE AGENTS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-08-02 |
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