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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-05-07 |
Branch Locations
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
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 |
|---|---|---|---|---|
| Bedrock Investment Advisers | Scottsdale | AZ | 01/2017 | Present |
| Self Employed | Olympia | WA | 01/2013 | Present |
(1) Sound Cleaning - Janitorial Business - PO Box 4202 Olympia, WA 98501 - 09/2008 to Present - Owner - 10 hours/month (5 hours during securities trading hours) (2) Steele Capital Management - investment related - 400 Union Ave SE Suite #200, Olympia, WA 98501 - financial planning DBA - owner - start date May 17, 2025 - 200 hours/month (135 during trading hours) - financial planning and client servicing (3) Morningside Inc - not investment related - 809 Legion Way SE, Olympia, WA 98501 - non-profit providing job training and coaching services - board member - start date Jan 1, 2017 - 4 hours/month (4 during trading hours) - board governance, strategic planning, and financial oversight (4) Steele Capital Management - investment related - 400 Union Ave SE, Suite 200 - financial services and fixed insurance - owner - start date Jan 2, 2014 - 1 hour/month (1 during trading hours) - investment advisory services and fixed insurance production
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-13 |
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