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10900 Ne 8Th Street 15Th Floor - Suite 1550, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-01-22 |
Branch Locations
10900 Ne 8Th Street 15Th Floor - Suite 1550, Bellevue, WA 98004 • 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 |
|---|---|---|---|---|
| Kms Financial Services, Inc | Seattle | WA | 03/2008 | 07/2020 |
| Triad Advisors | Norcross | GA | 07/2020 | 08/2024 |
| Muench Financial | Seattle | WA | 03/2015 | 01/2020 |
| Wilson Albers | Tacoma | WA | 07/2020 | 01/2025 |
| Alera Investment Advisors, Llc | Tacoma | WA | 07/2020 | 01/2025 |
| Osaic Wealth, Inc. | Seattle | WA | 08/2024 | 01/2025 |
| Lpl Financial | Bellevue | WA | 01/2025 | Present |
| Scs | Bellevue | WA | 01/2025 | Present |
1 - 01/2025 - SCS - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s). 2 -12/2024 - Personal Rental Property - Real Estate Rental - Inv Related - 2 Hours/Month - WA 98166 - OBA Start Date: 03/01/2020. 3) 01/23/2025 - SCS - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:01/02/2025 - 160 Hrs/Mth - 6.5 Hrs During Trading. I provide investment advisory services to SCS, an independent investment advisor firm. I started this business activity in 1/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 01/23/2025 - SCS - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:01/02/2025 - 160 Hrs/Mth - 6.5 Hrs During Trading.I provide investment advisory services to SCS, an independent investment advisor firm. I started this business activity in 1/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-24 |
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