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19125 North Creek Parkway Suite 120, Bothell, WA 98011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-31 |
| WA | RA | APPROVED | 2016-03-24 |
Branch Locations
19125 North Creek Parkway Suite 120, Bothell, WA 98011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guide Advisors, Inc. Fka Geer Financial Group, Inc. | Bothell | WA | 03/2016 | Present |
| Guide Advisors, Inc. Fka Geer Financial Group, Inc. | Bothell | WA | 03/2016 | Present |
| Guide Advisors, Inc. | Bothell | WA | 01/2021 | Present |
| Iddeal Living | Bothell | WA | 10/2024 | 05/2025 |
Guide Advisors, Inc. fka Geer Financial Group, Inc.; Investment Related; Bothell, WA; Insurance Products Sales and Services; Insurance Agent; March 2016, Approximately less than 10% of time spent on this activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-09 |
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