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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-03-04 |
Branch Locations
One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Planning Partners | Bellingham | WA | 03/2023 | 02/2026 |
| Edward Jones | Bellingham | WA | 06/2022 | 03/2023 |
| Harborview Medical Center | Seattle | WA | 04/2019 | 06/2022 |
| Unemployed/Student | Stanwood | WA | 03/2014 | 04/2019 |
| Avantax Investment Services, Inc. | Bellingham | WA | 04/2024 | 02/2026 |
| Avantax Insurance Agency And/Or Avantax Insurance Services. | Dubuque | IA | 11/2024 | 02/2026 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | 02/2026 |
| Coldstream Wealth Management | Bellevue | WA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-17 |
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