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Bellingham, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-01 |
| WA | RA | APPROVED | 2015-12-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mosaic Church | Bellingham | WA | 08/2006 | Present |
| Clearbrook Investment Management, Llc | Bellingham | WA | 11/2015 | Present |
| Insurance Agent With Various Agencies | Bellingham | WA | 11/2011 | Present |
MOSAIC CHURCH OF BELLINGHAM, NON-INVESTMENT RELATED, PO BOX 5505, BELLINGHAM, WA 98227, CHRUCH, ASSOCIATE PASTOR, SINCE 8/1/2006, DEVOTED TIME IS 80 HRS A MONTH, PASTORAL AND SACERDOTAL DUTIES RELATED TO CHURCH. Insurance Agent, Various insurance company appointments, NON-INVESTMENT RELATED, 2924 SAINT CLAIR STREET, BELLINGHAM, WA 98226, SALE OF FIXED INSURANCE AND/OR FIXED ANNUITIES, AGENT, SINCE 11/1/2011, DEVOTED TIME IS 8 HRS A MONTH, INSURANCE SALES OF LIFE, DISABILITY, LTC AND FIXED. M & L MARKETING, SOLE PROPRIETORSHIP, 2924 SAINT CLAIR STREET, BELLINGHAM, WA 98226, MARKETING, SALES CONSULTATION, NON-INVESTMENT RELATED FISH MINISTRIES NON PROFIT FOUNDATION - BOARD MEMBER, NON-INVESTMENT RELATED, Devoted Time is <1 hour per month, since September 2004. TEACHER/INSTRUCTOR - UNIVERSITY OF THE NATIONS (YWAM), NON-INVESTMENT RELATED GUEST LECTURER - VARIOUS CHURCHES, TRINITY WESTERN UNIVERSITY CONFERENCE SPEAKER, NON-INVESTMENT RELATED, Since 1996, <1 hour per month
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-06-01 |
| S65 | Uniform Investment Adviser Law Examination | 2009-11-12 |
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