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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 | 2024-05-01 |
Branch Locations
10900 Ne 8Th Street 15Th Floor - Suite 1550, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| One America Financial Partners | Indianapolis | IN | 07/1992 | 11/2016 |
| Financial Advocates Investment Management | Bellevue | WA | 02/2017 | 10/2019 |
| Park And Elm Investment Advisers Llc | Carmel | IN | 10/2019 | Present |
| Scs | Bellevue | WA | 05/2024 | Present |
Leland Retirement, Inc.,, non-investment related, Business Entity for tax / investment purposes only - Start Date 07/10/2017- 2 hours per month per year end 2024; Clear Point Financial Partners - DBA name only for Park and Elm Investment Advisers LLC, - investment related -Start Date 08/07/2018 -dual registration with Park and Elm
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-20 |
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