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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-06-14 |
Branch Locations
11911 Ne 1St Street Suite 305, Bellevue, WA 98005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sovereign Wealth Advisors | Bellevue | WA | 08/2014 | 08/2017 |
| Self Employed | Kirkland | WA | 08/2017 | 01/2018 |
| Securities America, Inc. | Kirkland | WA | 02/2018 | 06/2024 |
| Securities America Advisors | Kirkland | WA | 05/2018 | 06/2024 |
| Osaic Wealth, Inc. | Kirkland | WA | 06/2024 | Present |
| Osaic Wealth, Inc. | Kirkland | WA | 06/2024 | Present |
DBA: MIRUS PLANNING SAA ADVISORY POSITION: Advisor NATURE: SAA Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/15/2018 ADDRESS: 4030 Lake Washington Blvd NE, Suite #300, Kirkland WA 98033, United States DESCRIPTION: SAA Advisory business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-10 |
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