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2911 Bond Street, Suite 200, Everett, WA 98201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-27 |
| WA | RA | APPROVED | 2022-05-10 |
| UT | RA | APPROVED | 2022-05-09 |
Branch Locations
4554 N Forestdale Dr Unit 28, Park City, UT 84098 • United States
2911 Bond Street, Suite 200, Everett, WA 98201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Albuquerque | NM | 01/2016 | 09/2016 |
| Ubs Financial Services | Albuquerque | NM | 11/2015 | 09/2016 |
| Meister Financial Group, Llc | Albuquerque | NM | 06/2015 | 08/2020 |
| Scottsdale Wealth Advisory Llc | Paradise Valley | AZ | 06/2018 | 08/2020 |
| Kavo Kerr | Orange | CA | 09/2016 | 05/2020 |
| Trajan Wealth, Llc | Scottsdale | AZ | 09/2020 | 02/2022 |
| Madrona Financial Services, Llc | Everett | WA | 04/2022 | Present |
INSURANCE SALES; INVESTMENT-RELATED; INSURANCE AGENT; APPROXIMATELY 30 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-12-15 |
| S65 | Uniform Investment Adviser Law Examination | 2014-06-24 |
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