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Sammamish, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-04-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Boeing Company | Tukwila | WA | 01/2008 | 01/2022 |
| Emerald Advisors Llc | Bellevue | WA | 01/2022 | 10/2023 |
| Emerald Advisors, Llc | Bellevue | WA | 06/2022 | 10/2023 |
| Onward Financial Advising Llc | Sammamish | WA | 10/2023 | Present |
| The Boeing Company | Renton | WA | 10/2023 | Present |
Brian Blakeman is currently employed as an Engineering Manager at The Boeing Company located at 929 Long Bridge Drive, Arlington, VA 22202. Mr. Blakeman provides technical direction to a design engineering team regarding processes, tools, technology and deliverables. This may create a potential conflict of interest because Mr. Blakeman dedicates 90% of his time during trading hours to this activity, however, as a fiduciary, Mr. Blakeman has a duty of utmost good faith to act solely in the best interests of each Client and will ensure all Client's needs are promptly addressed. This conflict is mitigated as OFA's investment strategy does not involve daily active trading and Mr. Blakeman will not recommend nor perform any transaction on behalf of a client in the common stock of Boeing (NYSE: BA). Mr. Blakeman's position at The Boeing Company is non investment-related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-23 |
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