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500 108Th Ave Ne #1100, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-13 |
| WA | RA | APPROVED | 2021-11-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial | Seattle | WA | 03/2006 | 01/2021 |
| Commonwealth Financial Network | San Diego | CA | 01/2021 | 12/2025 |
| Integrated Wealth Advisors, Llc | Bellevue | WA | 01/2021 | Present |
| Integrated Wealth Advisors, Llc | Bellevue | WA | 10/2021 | Present |
| Optimal Tax Asset Management, Inc. | Bellevue | WA | 01/2026 | Present |
| Tax Alpha Group, Llc | Bellevue | WA | 11/2025 | Present |
1. Fixed insurance sales; as of 1/29/2021; 2% of time spent during business hours; Conducted at branch location; Investment related. 2. Optimal Tax Asset Management, Inc.; CEO/Chief Investment Officer; as of 1/27/2026; Approximately 25% of time spent during business hours; Conducted at branch location; Investment related. 3. Tax Alpha Group, LLC; Founder/CEO; as of 11/20/2025; Approximately 5 hours per week during business hours; Conducted at branch location; Investment related. 4. Okeanos Venture Management; Individual Investor; as of 1/1/2026; Approximately 2 hours per month outside of trading hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-17 |
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