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500 108Th Ave Ne Suite 1840, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2016-10-17 |
Branch Locations
500 108Th Ave Ne Suite 1840, Bellevue, WA 98004 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services | Seattle | WA | 09/2013 | 09/2016 |
| Boone Wealth Advisors, Llc | Bellevue | WA | 10/2016 | Present |
| Lpl Financial, Llc | Bellevue | WA | 10/2016 | Present |
(1) 10/28/2016: Boone Wealth Advisors - Registered Investment Advisor Hybrid - DBA: (Hybrid) Boone Wealth Advisors - Investment Related - 777 108th Ave NE #2230, Bellevue, WA 98004 - Start 10/10/2016 - 160 Hr/Mo; 100% Time Spent - I provide investment advisory services through Boonee Wealth Advisors, an independent investment advisor firm. I started this business activity on 10/28/16. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (2) 05/07/2024 - The Middlemen Podcast - Non-Inv Related - Everett, WA - Social Media - Podcast - Started: 10/3/2023 - 10 Hrs/Mo; 0 Hr During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-07 |
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