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Nathan John Ricks

Financial Freedom For Dentists LLC

Snoqualmie, WA

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Current Employers
Financial Freedom For Dentists Llc

34627 Se Swenson Dr. Suite 100, Snoqualmie, WA 98065 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2019-07-01
  • WA RA
    APPROVED
    Since 2019-07-01

Branch Locations

34627 Se Swenson Dr. Suite 100, Snoqualmie, WA 98065 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dental Wealth Advisors, Llc Kirland WA 02/2013 07/2019
Financial Freedom For Dentists Llc Snoqualmie WA 07/2019 Present
Previous Registrations
  • 2013-02-07 → 2019-07-02
    Dental Wealth Advisors, Llc
    Bellevue, WA
    Kirkland, WA
  • 2008-07-03 → 2013-02-01
    Mercer Global Advisors Inc.
    Bellevue, WA
  • 2001-12-31 → 2008-06-26
    Mercer Advisors
    Bellevue, WA
    Schaumburg, IL
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-11-30
S63 Uniform Securities Agent State Law Examination 1995-07-03
  • S65 Uniform Investment Adviser Law Examination
    1995-11-30
  • S63 Uniform Securities Agent State Law Examination
    1995-07-03
Designations
Other Names
  • Nate Ricks

View on SEC IAPD

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