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1412 112Th Ave Ne Suite 100, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-12-10 |
Branch Locations
1412 112Th Ave Ne Suite 100, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Seattle | WA | 04/2022 | 06/2024 |
| Massmutual Life Insurance Co | Seattle | WA | 06/2022 | 08/2022 |
| Bellevue High School | Bellevue | WA | 09/2016 | 06/2020 |
| Homegrown | Bellevue | WA | 01/2020 | 04/2020 |
| Ben Bridge Jewler | Tukwila | WA | 12/2020 | 12/2020 |
| Santa Clara University | Santa Clara | CA | 09/2020 | 06/2024 |
| Independant Contractor | Medina | WA | 06/2024 | Present |
| Smith Richards Group | Mercer Island | WA | 08/2022 | 08/2024 |
| Unemployed | Medina | WA | 06/2020 | 09/2020 |
| Bear Creek Middle School | Redmond | WA | 09/2014 | 09/2016 |
| Massmutual Life Insurance Co | Seattle | WA | 06/2024 | 08/2024 |
| Mml Investors Services, Llc | Seattle | WA | 06/2024 | 08/2024 |
(1) NAME: CASCADE CREST REAL ESTATE, LLC INV REL: Y ADD: @ RESIDENTIAL ADDRESS NATURE: FAMILY OWNED AND OPERATED REAL ESTATE COMPANY POSITION: INDEPENDENT CONTRACTOR START DATE: 06/01/2024 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: PROVIDE ADMINISTRATIVE SUPPORT TO THE FAMILY BUSINESS (2) NAME: EASTLAKE REAL ESTATE, LLC INV REL: Y ADD: @ RESIDENTIAL ADDRESS NATURE: FAMILY OWNED AND OPERATED REAL ESTATE COMPANY POSITION: INDEPENDENT CONTRACTOR START DATE: 06/01/2024 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: I PROVIDE ADMINISTRATIVE SUPPORT TO THE FAMILY BUSINESS (3) NAME: PACIFIC WEST REAL ESTATE, LLC INV REL: Y ADD: @ RESIDENTIAL ADDRESS NATURE: FAMILY OWNED AND OPERATED REAL ESTATE COMPANY POSITION: INDEPENDENT CONTRACTOR START DATE: 06/01/2024 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: I PROVIDE ADMINISTRATIVE SUPPORT TO THE FAMILY BUSINESS (4) NAME: OVERLAKE SOLUTIONS, LLC INV REL: N ADD: @ RESIDENTIAL ADDRESS NATURE: THIS IS MY MOTHER'S INTERIOR DESIGN AND SPACE PLANNING BUSINESS POSITION: INDEPENDENT CONTRACTOR START DATE: 06/01/2024 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: I PROVIDE ADMINISTRATIVE SUPPORT TO THE DESIGN BUSINESS (5) NAME: VIKING DEVELOPMENT, LLC INV REL: Y ADD: @ RESIDENTIAL ADDRESS NATURE: FAMILY OWNED AND OPERATED REAL ESTATE COMPANY POSITION: INDEPENDENT CONTRACTOR START DATE: 06/01/2024 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: PROVIDE ADMINISTRATIVE SUPPORT TO THE FAMILY BUSINESS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-09 |
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