Albert Daniel Souza

Current Employers

Employment History

• 01/2015 → 09/2019
  Principal Life Insurance Company
  Seattle, WA
• 01/2015 → 09/2019
  Princor Financial Services Corporation
  Seattle, WA
• 03/2015 → 05/2021
  Souza Financial
  Seattle, WA
• 05/2015 → 09/2019
  Union Financial Inc
  Seattle, WA
• 09/2019 → 05/2021
  Woodbury Financial Services Inc
  Seattle, WA
• 05/2021 → Present
  Adams Financial Concepts, Llc
  Seattle, WA

Previous Registrations

• 2021-05-05 → 2025-09-04
  Adams Financial Concepts, Llc
  Seattle, WA
• 2019-09-27 → 2021-05-02
  Woodbury Financial Services, Inc.
  Seattle, WA
  Seattle, WA
  Bellevue, WA

Other Businesses

1. OUTSIDE INSURANCE POSITION: owner NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2019 ADDRESS: 6525 15th Ave NW, Seattle WA 98117, United States DESCRIPTION: Selling life insurance 2. REDWOOD TAX SPECIALIST POSITION: Managing director NATURE: LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2021 ADDRESS: 6525 15th ave nw, Seattle WA 98117, United States DESCRIPTION: I call CPA's in Washington looking for high net worth clients that get referred to the CPA at redwood tax that helps them reduce their taxes. 3. SOUZA INSURANCE SEVICES POSITION: owner NATURE: outside insurance life insurance and annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/19/2020 ADDRESS: 6525 15th Ave NW, Seattle WA 98117, United States DESCRIPTION: Sell life insurance and annuities 4. 20% owner of land for the building of 120 apartment units in Seattle

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-09-25
• S63 Uniform Securities Agent State Law Examination
  2009-02-24

Other Names

• Al Souza
• Albert Souza