Boris Dragan Desancic

Current Employers

Employment History

• 01/2001 → 04/2019
  Waddell & Reed, Inc.
  Seattle, WA
• 02/2001 → 04/2019
  Various Insurance Carriers For W & R Insurance Agencies
  Seattle, WA
• 09/2010 → 05/2019
  Rental Property
  Seattle, WA
• 05/2016 → Present
  Redeeming Soles
  Seattle, WA
• 05/2019 → 08/2019
  Pcg Wealth Advisors, Llc
  Overland Park, KS
• 09/2019 → Present
  Clear Creek Financial Management, Llc
  Silverdale, WA

Previous Registrations

• 2001-02-20 → 2019-04-25
  Waddell & Reed
  Silverdale, WA
  Silverdale, WA
  Seattle, WA
  Belfair, WA
  Bellevue, WA
  Spokane, WA
  Coeur D Alene, ID
  Seattle, WA

Other Businesses

1. REDEEMING SOLES 2. INVESTMENT RELATED: No 3. SEATTLE, WA 4. NON PROFIT 5. BOARD MEMBER 6. 05/2016-PRESENT 7. 8 HRS/MO, 8. 0 SEC HRS. 9. Chairman of the board, not active employee 1. Boris Desancic Consulting 2. Non-investment related 3. 965 N Armstrong Drive, Coeur D Alene, ID 83814 4. Consulting Services 5. Position held: consultant 6. Start date: Sep 19th 7. 60 hours 8. 30 hours 9. Coach and mentor financial advisors toward having better and bigger practices 1. WestPac Wealth Partners, LLC/ Guardian Life Insurance Company 2. Non-investment related 3. 4275 Executive Square, Suite 800, La Jolla, CA 92037 4. Insurance Brokerage 5. Agent 6. Start Date May 8th 2019 7. 0 hours 8. 0 hours 9. I sell life and disability insurance The Grape Basket; Not investment related; Seattle, WA; Website for small wineries; Advisor to the business; Advisor; February 2021; 1 hour per day during trading hours; Advise the business operations

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-02
• S63 Uniform Securities Agent State Law Examination
  1995-09-12

Other Names

• Boris Dragan Desancic
• Boris Dragon Desanic
• Boris Desancic