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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-03 |
| WA | RA | APPROVED | 2009-01-02 |
Branch Locations
900 Sw 16Th Street Suite 215, Renton, WA 98057 • United States
Suite 10201 10000 Sagemore Drive, Marlton, NJ 08053 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2017-07-10 |
Branch Locations
900 Sw 16Th Street Suite 215, Renton, WA 98057 • 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 |
|---|---|---|---|---|
| Shelgren Financial Group, Inc | Renton | WA | 10/1984 | Present |
| Lincoln Investment Planning Inc. | Renton | WA | 01/2009 | Present |
| Wwr | Cave Creek | AZ | 06/2009 | 01/2025 |
SWITFWATER, LLC & LAND WITH WATERLLC POSITION: Limited Partner only NATURE: Land ownership (investment) and water rights for land INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/23/2004 ADDRESS: 5402 NE 3rd, Renton WA 98059, United States DESCRIPTION: Listen and wait until sold
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-03-23 |
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