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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-06-26 |
Branch Locations
11911 Ne 1St St Suite 312, Bellevue, WA 98005 • 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 |
|---|---|---|---|---|
| Unemployed | Mill Creek | WA | 12/2015 | 10/2016 |
| Bryan L Hendrickson Inc | Lynnwood | WA | 10/2016 | 07/2021 |
| Waddell & Reed | Lynnwood | WA | 02/2017 | 07/2021 |
| Greater Seattle Surf B04A | Bothell | WA | 06/2018 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Mill Creek | WA | 12/2018 | 07/2021 |
| Lpl Financial Llc | Lynnwood | WA | 07/2021 | 05/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 10/2023 | 04/2024 |
| Unemployed | Mill Creek | WA | 06/2023 | 10/2023 |
| Bank Of America, N.A. | Bellevue | WA | 12/2023 | 04/2024 |
| Cetera Wealth Services, Llc | El Segundo | CA | 05/2024 | 06/2025 |
| Cetera Invetment Advisors Llc | Schaumburg | IL | 05/2024 | 06/2025 |
| Senior Financial Advisors, Inc. | Bellevue | WA | 05/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Bellevue | WA | 06/2025 | Present |
| Raymond James Financial Services, Inc. | Bellevue | WA | 06/2025 | Present |
(1)Name of Business: Address: 19220 75th Avenue NE, Kenmore, WA, 98028, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 09/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Landlord. My husband and I bought his parents home this year and will be renting it out beginning 9/01/25.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-14 |
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