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2525 Blueberry Road, Suite 103, Anchorage, AK 99503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2019-08-01 |
Branch Locations
2525 Blueberry Road, Suite 103, Anchorage, AK 99503 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Outlook Financial Services | Anchorage | AK | 09/1986 | Present |
Individually appointed as personal representative for the Estate of LuAnne Dowling and trustee for the Susan Demos Trust. As trustee, I may purchase or sell securities in the Susan Demos trust account. Business began upon LuAnne Dowling's death in March 2018. Estate of LuAnne Dowling is scheduled to be closed prior to 12/31/2020 and business will cease to exist at that time. Susan Demos Trust is ongoing and requires approximately 5 hours per month, all outside of normal business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-01-26 |
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