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11201 Se 8Th Street, Suite 105, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-11-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors Inc. | Norcross | GA | 12/2012 | 12/2019 |
| Ferrin Capital | Pleasant Grove | UT | 12/2012 | 05/2020 |
| Lpl Financial Llc | Pleasant Grove | UT | 02/2019 | 01/2023 |
| Shilanski & Associates, Inc. | Anchorage | AK | 01/2023 | 09/2024 |
| Lpl Financial | Pleasant Grove | UT | 10/2024 | 09/2025 |
| Asset One Wealth Management | Draper | UT | 09/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2025 | Present |
1) Asset One Wealth Management. Investment-related. At registered location. RIA. Financial Advisor. Start date: 09/2025. 160 hrs/month; all during trading hours. Provide advice to clients. 2) Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 09/2025. 0 hrs/month all during trading hours. Sales of fixed / traditional insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-03 |
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