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5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-01-08 |
Branch Locations
1916 Pike Place, Ste 12-364, Seattle, WA 98101 • United States
5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schmidt Financial Group, Inc. | Kirkland | WA | 10/2000 | 07/2020 |
| Wealthshield Partners, Llc | Cary | NC | 11/2020 | 07/2021 |
| Unemployed | Kirkland | WA | 07/2020 | 12/2020 |
| Org Partners, Llc | Seattle | WA | 07/2021 | Present |
Owns Sher-Footed Farm LLC. This is a private farm located on Whidbey Island, WA. There is no compensation received for this and only 10 hours per month are spent on this activity with none during trading hours. Owner Rental Property. 142/144 N 83rd St; Seattle, WA 98103. He receives ~$50,000/year in compensation. 15 hours per month are spent on this and none during trading hours. Property has been owned since 2018. Owner Rental Property. 7532 26th ave NW St; Seattle, WA 98103. He receives ~$50,000/year in compensation. 15 hours per month are spent on this and none during trading hours. Property has been owned since 2018.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 1984-04-12 |
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