Best Investors Account Sign in
Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-24
WA RA APPROVED 2026-06-24
  • TX RA
    APPROVED
    Since 2026-06-24
  • WA RA
    APPROVED
    Since 2026-06-24

Branch Locations

555 110Th Ave Ne 10Th Fl, Bellevue, WA 98004 • 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
Raymond James Financial Services,Inc Kirkland WA 09/2012 06/2026
Raymond James Financial Services Advisors Inc. Kirkland WA 09/2012 06/2026
First Tech Federal Credit Union Redmond WA 05/2014 06/2026
Addison Avenue Investment Services Bellevue WA 09/2012 06/2026
Wells Fargo Clearing Services, Llc Bellevue WA 06/2026 Present
Previous Registrations
Other Businesses

Evolution at Whistler Address: London Lane Whistler, BC Von 1B2 Canada Activity Type: Rental Real Owner/Proprietor Inv Related: Yes Start Date: 01/31/2024 Hr per month devoted to this buss: 0-1 Hr per month devoted to this buss during trading hr: 0-1 Description of duties: I bought a condo. It is managed and I have no choice in the matter. I use it when I can, and if I can''t it is available for rent with onsite management services. Olympic Wireless LLC Address: 111-108th Ave NE, Suite 160, Bellevue, WA, 98004, United States Owner/Proprietor Inv Related: No Start Date: 09/17/2012 Hr per month devoted to this buss: 2-10 Hr per month devoted to this buss during trading hr: 0-1 Description of duties: I am an owner of a commercial condo and parking. We also may bid on spectrum for Tele RENTAL PROPERTY - 211B ; INV RELATED;WHISTLER,BC; RENTAL PROPERTY;100% OWNERSHIP; START DATE: 02/01/2024; 1 HRS PER MONTH; - HRS DURING TRADING; RENTAL PROPERTY - 4422; INV RELATED;SEATTLE,WA; RENTAL PROPERTY;50% OWNERSHIP; START DATE: 09/15/2021; 1 HRS PER MONTH; - HRS DURING TRADING; OLYMPIC WIRELESS, LLC ; INV RELATED;BELLEVUE,WA; LLC;50% OWNERSHIP; START DATE: 08/06/2006; 1 HRS PER MONTH; - HRS DURING TRADING; RENTAL PROPERTY - 130; INV RELATED;LAHAINA,HI; RENTAL PROPERTY;100% OWNERSHIP; START DATE: 04/21/2021; 1 HRS PER MONTH; - HRS DURING TRADING; RENTAL PROPERTY - 111 ; INV RELATED;BELLEVUE,WA; RENTAL PROPERTY;50% OWNERSHIP; START DATE: 01/01/2007; 1 HRS PER MONTH; - HRS DURING TRADING; RENTAL PROPERTY - 9334; INV RELATED;QUINCY,WA; RENTAL PROPERTY;100% OWNERSHIP; START DATE: 04/03/2019; 1 HRS PER MONTH; - HRS DURING TRADING; RENTAL PROPERTY - 4422; INV RELATED;SEATTLE,WA; RENTAL PROPERTY;100% OWNERSHIP; START DATE: 07/11/2022; 1 HRS PER MONTH; - HRS DURING TRADING;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-02-13
  • S66 Uniform Combined State Law Examination
    2009-02-13
Other Names
  • Kathren Hsueh Crabb
  • Kathren Hsueh Simmons
  • Kathy Hsueh Wills
  • Kathy Hsueh Crabb
  • Kathy Hsueh Simmons
  • Kathren H Wills

View on SEC IAPD

More in Bellevue, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor