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Snohomish, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-08-06 |
| TX | RA | APPROVED_RES | 2026-06-17 |
| FL | RA | APPROVED | 2025-06-09 |
| UT | RA | APPROVED | 2025-03-27 |
| WA | RA | APPROVED | 2019-07-10 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Business Wise Insurance, Pllc | Everett | WA | 03/2017 | Present |
| Business Wise Insurance, Pllc | Everett | WA | 07/2019 | Present |
| Business Wise Insurance, Llc (Ut) | Salt Lake City | UT | 12/2004 | 01/2017 |
1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2)BUSINESS WISE INSURANCE, LLC (UTAH) 2595 OAK CREEK DRIVE COTTONWOOD HTS, UT 84093. BEGAN 12/20/2004 TRANSFER TO WA STATE JUNE 2015 8607 147TH AVE SE, SNOHOMISH, 98290. SPECIALIZES IN HEALTH INSURANCE AND SPLITS HEALTH INSURANCE COMMISSIONS BASED OF REFERRALS AND JOINT WORK. NOT INVESTMENT RELATED. DEVOTES 15 HRS/MNTH. 5 HRS DURING TRADING 3) NAVY LEAGUE OF U.S., COUNCIL BOARD MEMBER, NOT INVESTMENT RELATED, 8607 147TH AVE SE, SNOHOMISH, 98290, DEVOTES APPROX. 4 HRS/MONTH 0 DURING TRADING HOURS; SERVES AS BOARD MEMBER FOR NAVY SERVICE ORGANIZATION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-15 |
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