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Mercer Island, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-11-07 |
| WA | RA | APPROVED | 2016-05-18 |
Branch Locations
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 |
|---|---|---|---|---|
| Mercer Island Capital Management, Llc | Mercer Island | WA | 01/2014 | Present |
1) OPI- VISIONARIA CAPITAL,LLC; PRIVATE EQUITY; JANUARY 2000 2) INSURANCE AGENT; 4 HRS PER MONTH DURING SECURITIES; INSURANCE SALES 3) Mercer Island Telecom, LLC; CONSULTING; MANAGING MEMBER; 4 HRS PER MONTH DURING SECURITIES; NOT INVESTMENT RELATED; SINCE SEPTEMBER 2016 4) 34PI.COM CORPORATION; EDUCATION TECHONOLGY; CEO; 0 HRS PER MONTH DURING SECURITIES; NOT INVESTMENT RELATED; SINCE SEPTEMBER 2018 5) Seattle University; Not investment-related; 912 12th Ave Seattle, WA ; Education; Adjunct Professor; 1.3.2024; 10 hours per month for during securities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-15 |
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