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17849 Ballinger Way Ne, Lake Forest Park, WA 98155 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2019-05-06 |
Branch Locations
17849 Ballinger Way Ne, Lake Forest Park, WA 98155 • United States
Bellevue, WA • United States
Bellevue, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2014-12-05 |
Branch Locations
Bellevue, WA • 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 |
|---|---|---|---|---|
| Wlfb, Inc. | Spokane | WA | 07/1997 | Present |
| Smart Portfolios, Llc | Lake Forest Park | WA | 04/2019 | Present |
(1)INSURANCE BROKERAGE, START DATE 7/1997, I DEVOTE 40 HRS/MO., MY DUTIES ARE INSURANCE BROKERAGE, SALES, LIFE, DISABILITY, ETC.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-08-21 |
| S65 | Uniform Investment Adviser Law Examination | 1993-05-25 |
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