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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-16 |
| WA | RA | APPROVED | 2026-04-16 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
7900 Se 28Th St. Suite 500, Mercer Island, WA 98040 • United States
7900 Se 28Th Street Suite 500, Mercer Island, WA 98040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-05-25 |
Branch Locations
7900 Se 28Th Street Suite 500, Mercer Island, WA 98040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldbloom Wealth Management Llc | Bellevue | WA | 10/2021 | Present |
| Unemployed | Seatle | WA | 06/2021 | 10/2021 |
| Ohana Fiduciary Corporation | Seatle | WA | 02/2021 | 05/2021 |
| Whitford Law Offices | Salem | OR | 05/2018 | 06/2018 |
| Willamette University | Salem | OR | 08/2016 | 05/2020 |
| Unemployed | Bellvue | WA | 06/2020 | 05/2021 |
| Farther | Mercer Island | WA | 04/2026 | Present |
Name of other business: Goldbloom Advisory LLC; Is business Investment related: Yes; Address of other business: 7900 SE 28th St., Suite 500, Mercer Island, WA 98040; Nature of other business: Business Consulting, Insurance Agency; Your position: Advisor; Start date of relationship: 10/20/2021; Approx. # of hours /month devote to other business: various; Number of hours devoted to other business during securities trading hours: various; Briefly describe duties: Planning, client service / Advisor. Independent Insurance Agent; not investment-related; started 05/2023.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-07 |
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