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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-05 |
| WA | RA | APPROVED | 2025-09-05 |
Branch Locations
22232 17Th Avenue Se Suite 310, Bothell, WA 98021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Capital Corp. | Bothell | WA | 01/2015 | 10/2019 |
| Avantax Insurance Services, Inc. | Bothell | WA | 01/2015 | 09/2025 |
| 1St Global Advisors, Inc. | Bothell | WA | 01/2015 | 10/2019 |
| Paulsen Megaard & Co., Ps | Bothell | WA | 01/2015 | 02/2019 |
| Pacific Crest Financial Services, Llc | Bothell | WA | 02/2019 | Present |
| Avantax Advisory Services | Bothwell | WA | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Bothell | WA | 10/2019 | 09/2025 |
| Cetera Wealth Services, Llc | Bothell | WA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) PACIFIC CREST FINANCIAL SERVICES LLC POSITION: Owner and Financial Advisor NATURE: Financial planning services and the purchase and sales of financial products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 02/11/2019 ADDRESS: 22232 17th Ave SE, Suite 310, Bothell WA 98021, United States DESCRIPTION: To provide financial services to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-25 |
| S65 | Uniform Investment Adviser Law Examination | 1996-06-25 |
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