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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-06-10 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
2135 112Th Avenue Ne, Suite 100, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jennifer Easley | Seattle | WA | 09/2016 | 04/2020 |
| Kms Financial Services, Inc | Seattle | WA | 03/2018 | 04/2020 |
| Kms Financial Services, Inc. | Seattle | WA | 06/2020 | 10/2020 |
| Lg'S Kitchen Llc | Medina | WA | 01/2020 | 11/2025 |
| Raymond James Financial Services, Inc. | Bothell | WA | 11/2020 | 02/2026 |
| Raymond James Financial Services Advisors, Inc. | Bothell | WA | 11/2020 | 02/2026 |
| Beacon Pointe Advisors, Llc | Bellevue | WA | 06/2026 | Present |
| Beacon Pointe Insurance Services, Llc | Bellevue | WA | 06/2026 | Present |
| Extended Travel | Everett | WA | 02/2026 | 06/2026 |
(1) Beacon Pointe Insurance Services, LLC, Not investment-related; Address: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA 92660; Position/Title: Agent; Start Date: 06/2026; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-25 |
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