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Account
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4553 Glencoe Avenue Suite 200, Marina Del Rey, CA 90292 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-08 |
| WA | RA | APPROVED | 2023-12-08 |
Branch Locations
950 Broadway Suite M100, Tacoma, WA 98402 • United States
4553 Glencoe Avenue Suite 200, Marina Del Rey, CA 90292 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City Closers / Coldwell Banker Commercial | Seattle | WA | 01/2011 | 03/2018 |
| Great Life Investing Llc | Tacoma | WA | 08/2020 | Present |
| Great Life Realty Llc | Olalla | WA | 04/2018 | 11/2022 |
| David Noble Insurance Dba Great Life Planning | Olalla | WA | 03/2014 | 12/2022 |
| Arrowroot Family Office, Llc | Tacoma | WA | 11/2023 | Present |
Great Life Investing LLC; Not Investment Related; Same Address; Tax Preparation Services; Tax Preparer/Enrolled Agent; Started 03/2022; Approximately 10 hours per month spent; Approximately 10 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-19 |
| S66 | Uniform Combined State Law Examination | 2014-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-01 |
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