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Blue Water Wealth CRD 164432
$473M regulatory AUM 102 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
500 Sw 116Th Avenue, Portland, OR 97225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-04-28 |
| TX | RA | APPROVED | 2022-12-22 |
| WA | RA | APPROVED | 2022-04-23 |
Branch Locations
701 N 36Th Street, Suite 310, Seattle, WA 98103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kathleen Kendziorski, Cfp | Seattle | WA | 01/1999 | 01/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 01/2021 |
| Blue Water Wealth | Portland | OR | 02/2022 | Present |
| Kathleen Kendziorski, Cfp | Seattle | WA | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-14 |
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