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405 32Nd Street Suite 201, Bellingham, WA 98225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2015-05-05 |
Branch Locations
405 32Nd Street Suite 201, Bellingham, WA 98225 • 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 |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2012 | 12/2024 |
| Skyline Advisors, Inc. | Bellingham | WA | 05/2015 | Present |
1) SKYLINE ADVISORS INC., 405 32ND ST STE 201 BELLINGHAM WA 98225. 08/2012, RIA, INVESTMENTS AND FINANCIAL PLANNING ADVISOR. 160HRSPMNTH, HELP CLIENTS ALLOCATE CAPITAL AND PLAN FOR FUTURE, OPERATE ACCOUNTS AND ADMINISTER THE OFFICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-20 |
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