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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-12-15 |
Branch Locations
3250 14Th Ave, Olympia, WA 98502 • United States
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Senior Financial Services Dba Asset Care & Preservation Services | Olympia | WA | 12/1994 | 08/2021 |
| Foundations Investment Advisors, Llc | Scottsdale | AZ | 06/2017 | 06/2019 |
| Asset Care Financial Llc | Olympia | WA | 06/2019 | 12/2021 |
| Impact Partnership Wealth, Llc | Kennesaw | GA | 08/2021 | 01/2023 |
| Senior Financial Services Dba Heart Financial Group | Olympia | WA | 08/2021 | Present |
| Wealth Watch Advisors | Englewood | CO | 01/2023 | 12/2025 |
| Simplicity Wealth | Summit | NJ | 12/2025 | Present |
Linda R. Jensen; not investment related; 3250-14th Ave NW, Olympia, WA 98512; Registered Insurance Agent; 12/01/1994; the approximate number of hours/month you devote to the other during business trading hours 50; Insurance Sales Heart Financial Group; not investment related; 3250-14th Ave NW, Olympia, WA 98512; Owner/Insurance Sales; 12/01/1994; the approximate number of hours/month you devote to the other during business trading hours 50; Insurance Sales. Linda R. Jensen; not investment related; 3250-14th Ave NW, Olympia, WA 98512; Author; 9/1/2024; the approximate number of hours/month you devote to the other during business trading hours 3; Author.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-01-14 |
| S66 | Uniform Combined State Law Examination | 2002-11-21 |
| S65 | Uniform Investment Adviser Law Examination | 1998-07-18 |
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