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115 2Nd Avenue North Suite 200, Edmonds, WA 98020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-12-12 |
| WA | RA | APPROVED | 2021-05-05 |
Branch Locations
115 2Nd Avenue North Suite 200, Edmonds, WA 98020 • United States
San Tan Valley, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Bellevue | WA | 04/2016 | Present |
| Mml Investors Services, Llc | Bellevue | WA | 05/2016 | 11/2018 |
| Kms Financial Services, Inc. | Seattle | WA | 01/2019 | 10/2020 |
| Sage Advisors, Llc | Edmonds | WA | 02/2020 | Present |
Name of Other Business: Michael Bell (independent insurance agent); Investment-Related: yes; Addresses of Other Business: 115 2nd Avenue, Suite 200, Edmonds, WA 98020; 1418 E Sweet Citrus Dr, Queen Creek, AZ 85140; Nature of Other Business: insurance sales and service; Position/Title; independent insurance agent; Relationship with Other Business: owner; Start Date: 11/01/2025; Approximate Hours Per Month: 20; Approximate Hours Per Month During Trading Hours: 5; Duties: sales and services of fixed insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-18 |
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