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Warren William Schliiter

Sila Financial, LLC

Ketchum, ID

Snohomish, WA

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Current Employers
Sila Financial, Llc

Snohomish, WA • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2021-01-08
WA RA APPROVED 2020-10-27
  • ID RA
    APPROVED
    Since 2021-01-08
  • WA RA
    APPROVED
    Since 2020-10-27

Branch Locations

Ketchum, ID • United States

Snohomish, 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
Self Employed Insurance Brokerage Seattle WA 10/1971 01/2018
Kms Financial Services Inc Seattle WA 06/2000 10/2020
Kms Financial Services, Inc. Seattle WA 01/2001 10/2020
Sila Financial, Llc Snohomish WA 10/2020 Present
Purshe Kaplan Sterling Investments Albany NY 10/2020 11/2021
  • 10/1971 → 01/2018
    Self Employed Insurance Brokerage
    Seattle, WA
  • 06/2000 → 10/2020
    Kms Financial Services Inc
    Seattle, WA
  • 01/2001 → 10/2020
    Kms Financial Services, Inc.
    Seattle, WA
  • 10/2020 → Present
    Sila Financial, Llc
    Snohomish, WA
  • 10/2020 → 11/2021
    Purshe Kaplan Sterling Investments
    Albany, NY
Previous Registrations
  • 2001-01-24 → 2020-10-30
    Kms Financial Services, Inc.
    Seattle, WA
    Seattle, WA
    Ketchum, ID
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-01-02
S63 Uniform Securities Agent State Law Examination 1993-12-15
  • S66 Uniform Combined State Law Examination
    2001-01-02
  • S63 Uniform Securities Agent State Law Examination
    1993-12-15
Other Names
  • Warren W Schliiter
  • Bill Schliiter

View on SEC IAPD

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