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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-26 |
| WA | RA | APPROVED | 2024-04-26 |
Branch Locations
11400 98Th Ave, Ne Suite 301, Kirkland, WA 98033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Soundmark Wealth Management | Kirkland | WA | 11/2008 | 04/2024 |
| Edelman Financial Engines | Santa Clara | CA | 04/2024 | Present |
1) The Coffee House Investor; INVESTMENT RELATED: No; ADDRESS: Edmonds, WA, 98020; NATURE: Author-Generating Book royalties; POSITION: Author; START DATE: 1998; NUMBER OF HOURS/MONTH: 02 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Writer.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 1983-09-13 |
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