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100 2Nd Ave S. Suite 300, Edmonds, WA 98020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-09-23 |
| AZ | RA | APPROVED | 2019-04-03 |
| WA | RA | APPROVED | 2017-09-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities | Edmonds | WA | 07/2014 | 12/2021 |
| Tfs Advisors, Llc | Edmonds | WA | 09/2017 | Present |
| Tfs Advisors, Llc | Edmonds | WA | 01/2015 | 09/2017 |
| Tfs Advisors, Llc | Edmonds | WA | 09/2017 | Present |
| Tfs Advisors, Llc | Edmonds | WA | 01/2023 | Present |
Aaron Terwedo investment-related 100 2nd Ave S, Suite 300, Edmonds WA 98020 insurance sales Insurance Agent December 2017 5 hours per month 0 hours during trading When appropriate, I discuss and offer various types insurance with clients. Foundation for Edmonds School District not investment-related 20420 68th Ave W, Lynnwood WA 98036 non-profit Board Member March 11, 2020 2 hours per month 2 hours during trading Expectations: Contribute to the goals, principles and vision of the Foundation board. Compliance with signed and executed board agreement. Responsibilities: 1. Is a member of the Board of Trustees 2. Serves as a volunteer of the organization 3. Is a partner with the Board President and Executive Director in achieving the organization's mission 4. Reports to the Board President. 5. Works closely with the Board President and Executive Director. 6. Makes serious commitment to participate actively in committee work. 7. Willingly volunteers for and accepts assignments; completes them thoroughly and on time. 8. Stays informed about committee matters. 9. Performs other responsibilities assigned by the Board. Society of Certified Senior Advisors not investment-related 720 South Colorado Boulevard, Suite 750 N. Denver, CO 80246 peer reviewed journal Editorial Board Member October 1st, 2023 5 hours per month 2 hours per month during trading Peer review articles that are submitted for the Journal and help increase visibility to Certified Senior Advisor designation and its parent company Society of Certified Senior Advisors.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-14 |
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