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321 Columbus Ave 3Rd Fl, Boston, MA 02116-5168 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-11-14 |
| WA | RA | APPROVED | 2022-11-15 |
Branch Locations
10900 Ne 4Th St Suite 2406, Bellevue, WA 98004 • United States
321 Columbus Ave 3Rd Fl, Boston, MA 02116-5168 • United States
Nashville, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tribune Wealth Management | Portland | OR | 08/2014 | 04/2017 |
| Lpl Financial, Llc | Kirkland | WA | 12/2014 | 12/2024 |
| Private Advisor Group, Llc | Kirkland | WA | 04/2017 | 12/2022 |
| Winthrop Advisory Group Llc | Bellevue | WA | 11/2022 | Present |
| Keel Financial Partners | Bellevue | WA | 11/2022 | Present |
Keel Fiancial Partners - At Registered Business Location(s) - DBA Entity for tax/employment purposes - Financial Advisor - 11/2022 - 160 hr./mo. - 8 hr./d
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-29 |
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