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9361 Bayshore Drive Nw, Silverdale, WA 98383 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-11-29 |
Branch Locations
9361 Bayshore Drive Nw, Silverdale, WA 98383 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kms Financial Services, Inc. | Seattle | WA | 02/2002 | 11/2020 |
| Transition Planning, Inc. | Sammamish | WA | 02/2002 | Present |
| Securities America, Inc. | Sammamish | WA | 11/2020 | 11/2021 |
| Securities America Advisors, Inc. | Sammamish | WA | 11/2020 | 11/2021 |
| Clear Creek Financial Management | Silverdale | WA | 11/2021 | Present |
INSURANCE SALES POSITION: Insurance Agent NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/20/2002 ADDRESS: 22221 NE 11th Place, Sammamish WA 98074, United States DESCRIPTION: Life insurance and Long Term Care policies are used in the planning process for tax-efficient legacy protection.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-13 |
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