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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-10-14 |
Branch Locations
120 W Dayton St Suite B10, Edmonds, WA 98020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Olympic Nw Advisors | Silverdale | WA | 10/2008 | 10/2025 |
| Commonwealth Financial Network | Silverdale | WA | 09/2018 | 10/2025 |
| Lpl Financial, Llc | Silverdale | WA | 03/2008 | 09/2018 |
| Massmutual Life Insurance Co | Edmonds | WA | 10/2025 | Present |
| Mml Investors Services, Llc | Edmonds | WA | 10/2025 | Present |
NAME: ADEPT WEALTH MANAGEMENT, LLC INV REL: Y ADD: 120 W DAYTON ST, B-10, EDMONDS, WA, 98020 NATURE: ENTITY LLC - MARKETING AND BOOKKEEPING POSITION: FINANCIAL ADVISOR START DATE: 06/01/2026 NO. HR/MO: 160 NO. HR/MO DURING SEC TRADING: 120 DUTIES: FINANCIAL PLANNING, PORTFOLIO MANAGEMENT, MANAGING MEMBER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-01 |
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