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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-02-20 |
Branch Locations
12671 High Bluff Dr Ste 200, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Atlantic Financial Company | Simsbury | CT | 01/2013 | 12/2016 |
| Cetera Investment Services Llc | St Cloud | MN | 02/2017 | 04/2018 |
| Country Capital Management Company | Bloomington | IL | 04/2018 | 08/2024 |
| C1 Wealth Management, Llc | Everett | WA | 10/2024 | Present |
| Ameritas Investment Company, Llc | Lincoln | NE | 11/2024 | 02/2026 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2024 | 02/2026 |
| Independent Financial Group, Llc | Tacoma | WA | 02/2026 | Present |
SARA RASMUSSEN POSITION: Employee NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/01/2026 ADDRESS: 1902 120th Place SE Suite 103A, Everett WA 98208, United States DESCRIPTION: Sell and Service Life Insurance and Annuities to clients. C1 WEALTH MANAGEMENT POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/01/2026 ADDRESS: 1902 120th Place SE Suite 103A, Everett WA 98208, United States DESCRIPTION: Sell and Service Life Insurance and Annuities to clients. SARA ELIZABETH RASMUSSEN LLC POSITION: Officer/Director NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/21/2025 ADDRESS: 1903 128th St E, TACOMA WA 98374, United States DESCRIPTION: Entity used for tax advantaged cash flow through
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-12 |
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