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10900 Ne 8Th Street 15Th Floor - Suite 1550, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-07 |
| WA | RA | APPROVED | 2022-07-20 |
Branch Locations
10900 Ne 8Th Street 15Th Floor - Suite 1550, Bellevue, WA 98004 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Seattle | WA | 07/2015 | 03/2021 |
| Pathstone | Bellevue | WA | 03/2021 | 09/2021 |
| Kathy Northrop Insurance | Everett | WA | 11/2021 | 04/2022 |
| Lpl Financial | Bellevue | WA | 05/2022 | Present |
| Scs | Bellevue | WA | 05/2022 | Present |
| Scs | Bellevue | WA | 05/2022 | Present |
1. 09/20/2022 - SCS - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 05/03/2022 - 1 Hours Per Month/1 Hours During Securities Trading. 2. 3/30/2023 - Masterfully Minted, LLC - Not Investment Related - Home Based - Business Owner - Start Date - 03/27/2023 - 12 Hours Per Month/0 Hours During Securities Trading 3. 04/20/2023 - SCS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 04/29/2022 - 160 Hours Per Month/100 Hours During Securities Trading 4. 04/20/2023 - SCS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 04/29/2022 - 160 Hours Per Month/100 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-11 |
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