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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-03-01 |
| MT | RA | APPROVED | 2022-09-02 |
| TX | RA | APPROVED_RES | 2021-10-25 |
| WA | RA | APPROVED | 2020-12-15 |
Branch Locations
19125 North Creek Parkway Suite 120, Bothell, WA 98011 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financialballgame.COm | Bothell | WA | 10/2010 | 02/2017 |
| Wealth Watch Advisors Llc | Rockledge | FL | 07/2015 | 02/2017 |
| Regal Investment Advisors, Llc | Kentwood | MI | 02/2017 | 12/2020 |
| Maxima Group Llc / Dba Burnell Financial | Bothell | WA | 03/2005 | Present |
| Retirement Wealth Advisors, Llc | Bothell | WA | 12/2020 | Present |
MAXIMA GROUP LLC / DBA BURNELL FINANCIAL; INVESTMENT RELATED; 19125 NORTH CREEK PARKWAY, SUITE 120, BOTHELL, WA 98011; INVESTMENT ADVISORY, INSURANCE; OWNER; STARTED 03/2015; 160 HOURS/MONTH DEVOTED; 160 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER INVESTMENT ADVISORY SERVICES, SALE OF INSURANCE PRODUCTS, EDUCATIONAL COURSES AND AUTHOR OF TWO INVESTMENT RELATED BOOKS. EAGLE TEAM FINANCIAL PROS; INVESTMENT RELATED; 200 W. HWY 6, SUITE 330, WACO, TX 76712; INSURANCE; AGENT; STARTED 02/2010; 4 HOURS/MONTH DEVOTED; 4 HOURS/MONTH DEVOTED; AGENT FOR INSURANCE SALES AND MARKETING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-10 |
| S66 | Uniform Combined State Law Examination | 2007-10-23 |
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