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Port Townsend, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2016-10-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| East Jefferson Fire Rescue | Port Townsend | WA | 01/2010 | 01/2019 |
| Olympic Financial Advisors, Llc | Port Townsend | WA | 04/2016 | Present |
Madison Station, LLC This business is investment-related c/o Sweetwater Companies, LLC (the developer) 4240 E. Houston Ave. Gilbert, AZ 85234 www.sweetwatercompanies.com Madison Station, LLC is a Limited Partnership, formed to develop a multi-family housing complex in Rexburg, Idaho. I participate as a Limited Partner in this private equity investment. My participation is passive only. My relationship in this investment began on 10/14/2022. I devote no hours to this business, nor do I have any duties. I am a passive investor, only.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-19 |
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