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Kevin Dwight Estes

Scaled Finance LLC

Renton, WA

CRD 7551280

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Employer firm

Scaled Finance LLC CRD 321728

19 advisory clients

Reported services (Item 5G)

  • Financial planning

From the firm’s Form ADV. Read the guides:

Current Employers
Scaled Finance Llc

Renton, WA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-11-09
WA RA APPROVED 2022-08-10
  • TX RA
    APPROVED_RES
    Since 2023-11-09
  • WA RA
    APPROVED
    Since 2022-08-10

Branch Locations

Renton, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
T-Mobile Us, Inc. Bellevue WA 04/2013 04/2022
Scaled Finance Llc Renton WA 04/2022 Present
  • 04/2013 → 04/2022
    T-Mobile Us, Inc.
    Bellevue, WA
  • 04/2022 → Present
    Scaled Finance Llc
    Renton, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-11
  • S65 Uniform Investment Adviser Law Examination
    2020-07-11

View on SEC IAPD

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