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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-08 |
| WA | RA | APPROVED | 2026-04-08 |
Branch Locations
7900 Se 28Th St Suite 500, Mercer Island, WA 98040 • United States
345 California Street Suite 600, San Francisco, CA 94104 • United States
7900 Se 28Th Street Suite 500, Mercer Island, WA 98040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-08-31 |
| WA | RA | APPROVED | 2010-04-29 |
Branch Locations
7900 Se 28Th Street Suite 500, Mercer Island, WA 98040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Agt Tax & Insurance Services | Mercer Island | WA | 11/2005 | Present |
| Bhi Dba Global Barter Group | Bellevue | WA | 01/2002 | 12/2021 |
| Goldbloom Wealth Management Llc | Mercer Island | WA | 11/2009 | Present |
| Farther | Mercer Island | WA | 03/2026 | Present |
Name of other business: Goldbloom Advisory LLC; Is business Investment related: Yes; Address of other business: 7900 SE 28th St Ste 500 Mercer Island WA; Nature of other business: Business Consulting / Insurance Agency; Your position: Managing Member; Start date of relationship: 2005; Briefly describe duties: Financial Planning. Independent Insurance Agent; not investment-related; started 10/2005.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-30 |
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