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10900 Ne 4Th Street Suite 2300, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-30 |
| WA | RA | APPROVED | 2014-01-22 |
Branch Locations
10900 Ne 4Th Street Suite 2300, Bellevue, WA 98004 • United States
Issaquah, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Planning Llc | Bellevue | WA | 04/2014 | 09/2018 |
| Capital Planning Llc | Bellevue | WA | 10/2018 | Present |
Since 3/2017, I have been a demonstrator for Stamp' Up, a non investment related craft business, based at 3735 257th Ave. SE Issaquah, WA 98029. Approximately 8 hours per month is devoted to this entity, none of the time during security trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-01 |
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