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Cathie Jean Arthurs

Wayfinding Financial, LLC

Lynnwood, WA

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Current Employers
Wayfinding Financial, Llc

19020 33Rd Avenue W Suite 390, Lynnwood, WA 98036 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2021-12-08
  • WA RA
    APPROVED
    Since 2021-12-08

Branch Locations

19020 33Rd Avenue W Suite 390, Lynnwood, WA 98036 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Conover Securities Corporation Bellevue WA 01/2012 09/2017
Conover Capital Management Bellevue WA 01/2012 09/2017
Financial Engines Advisors L.L.C. Lynnwood WA 10/2017 12/2020
Conover Capital Bellevue WA 01/2012 09/2017
Edelman Financial Engines Llynnwood WA 10/2017 12/2020
Helium Advisors Kirkland WA 01/2021 11/2021
Helium Advisors Llc Kirkland WA 01/2021 11/2021
Wayfinding Financial Lynnwood WA 11/2021 Present
  • 01/2012 → 09/2017
    Conover Securities Corporation
    Bellevue, WA
  • 01/2012 → 09/2017
    Conover Capital Management
    Bellevue, WA
  • 10/2017 → 12/2020
    Financial Engines Advisors L.L.C.
    Lynnwood, WA
  • 01/2012 → 09/2017
    Conover Capital
    Bellevue, WA
  • 10/2017 → 12/2020
    Edelman Financial Engines
    Llynnwood, WA
  • 01/2021 → 11/2021
    Helium Advisors
    Kirkland, WA
  • 01/2021 → 11/2021
    Helium Advisors Llc
    Kirkland, WA
  • 11/2021 → Present
    Wayfinding Financial
    Lynnwood, WA
Previous Registrations
  • 2021-01-28 → 2021-12-07
    Helium Advisors Llc
    Vancouver, WA
  • 2017-10-12 → 2020-12-23
    Edelman Financial Engines
    Lynnwood, WA
  • 2017-01-21 → 2017-10-24
    Conover Capital Management
    Bellevue, WA
  • 2012-01-03 → 2017-10-06
    Conover Securities Corporation
    Bellevue, WA
    Bellevue, WA
    Bellevue, WA
  • 2015-10-03 → 2016-12-31
    Conover Capital Management
    Bellevue, WA
  • 2012-01-03 → 2015-08-15
    Conover Capital Management
    Bellevue, WA
  • 2006-06-15 → 2007-05-22
    Cuna Brokerage Services, Inc.
    Seattle, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-06-14
  • S66 Uniform Combined State Law Examination
    2006-06-14
Other Names
  • Cathie Jean Arthurs
  • Cathie Arthurs
  • Cathie Jean Arthurs
  • Cathie Jean Olsen
  • Cathie Arthurs

View on SEC IAPD

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