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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-04-22 |
Branch Locations
901 Powell Avenue Sw, Ste 100, Renton, WA 98057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Tukwila | WA | 05/2014 | 02/2020 |
| Ameriprise Financial Services, Llc | Tacoma | WA | 03/2022 | 04/2024 |
| Becu - Boeing Employee Credit Union | Tukwila | WA | 02/2020 | 03/2022 |
| Pacific Rim Financial Group Dba Mckay Wealth Management | Tukwila | WA | 04/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 04/2024 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 04/2024 | Present |
1. NAME OF OTHER BUSINESS: PACIFIC RIM FINANCIAL GROUP DBA MCKAY WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INVESTMENT SERVICES; START DATE: 04/2024; POSITION/TITLE/RELATIONSHIP: REGISTERED PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: OPERATIONS AND ADMINISTRATIVE;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-17 |
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