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3061 Allied Street Suite B, Green Bay, WI 54304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2026-03-26 |
| MD | RA | APPROVED | 2026-03-25 |
| NC | RA | APPROVED | 2026-03-25 |
| VA | RA | APPROVED | 2026-03-25 |
| ID | RA | APPROVED | 2026-03-24 |
| NY | RA | APPROVED | 2026-03-24 |
| CA | RA | APPROVED | 2024-01-03 |
| CO | RA | APPROVED | 2022-01-03 |
| TX | RA | APPROVED_RES | 2019-02-11 |
| WA | RA | APPROVED | 2018-12-27 |
Branch Locations
40 Lake Bellevue Drive Suite 100, Bellevue, WA 98005 • United States
3061 Allied Street Suite B, Green Bay, WI 54304 • USA
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 |
|---|---|---|---|---|
| Edwin A. Day & Co. | Bellevue | WA | 11/1969 | Present |
| Edwin Day Limited Partnership | Bellevue | WA | 04/1998 | Present |
| Heritage Benefits Financial Services, Inc. | Bellevue | WA | 05/1998 | 12/2016 |
| Heritage Benefits Llc | Bellevue | WA | 02/2003 | Present |
| Heritage Benefits Investment Management, Llc | Bellevue | WA | 03/2005 | Present |
| Kcd Financial Inc | Green Bay | WI | 11/2018 | Present |
1-HERITAGE BENEFITS LLC, ESTATE PLANNER/MEMEBER SINCE 2/2003 (NOT INVESTMENT RELATED) 20 HRS, 40 LAKE BELLEVUE DR, STE 100, BELLVUE WA 98005. 2-HERITAGE BENEFITS INVESTMENT MANAGEMENT LLC, MEMEBER 40 HRS, PREVIOUSLY AS RIA, 40 LAKE BELLEVUE DR, STE 100, BELLVUE WA 98005. 3- EA DAY LLC MEMEBER INVESTMENT HOLDING LLC (NOT INVESTMENT RELATED) 1 HR 318 156TH AVE NE, BELLEVUE WA, 98007.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-14 |
| S65 | Uniform Investment Adviser Law Examination | 1996-01-29 |
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