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Edmonds, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2011-10-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Twight Financial Education, Llc | Seattle | WA | 02/2011 | Present |
| Zeiders Enterprises, Inc. | Woodbridge | VA | 08/2014 | Present |
| My Secure Advantage | Roseville | CA | 04/2012 | Present |
OBA: Zeiders Enterprises, employee, not investment related. Address: 2750 Killarney Dr # 100, Woodbridge, VA 22192 Nature of OBA: DoD contractor providing government contracting services and human services solutions to support Military and Veteran communities. Personal Financial Counselor-employee Start Date 8/2014 part time. 1/2017 to present full time. Approx. hours per month OBA: 160 OBA hours during securities trading hours Concurrent 0800:1300 Mon-Fri I do not have an active trading clientele due to the nature of Twight Financial Education LLC's business. Duties: Offer Counseling for servicemembers about personal finance, including issues such as budget planning, credit management and debt reduction, as well as retirement and estate planning My Secure Advantage: Not investment related. 3001 Lava Ridge, Suite 250 Roseville, CA 95661 Nature of the business: They provide employee assistance (EAP) plans to companies, governments and educational organizations. My position is EAP Workshop/Webinar Presenter (Not an Employee) April 2012 estimated to present. Hours per month: 2020-2021 ZERO. Resuming in June 2022-2-4 hrs per month. During Securities Hours: Webinar/workshop times vary. (my business does not trade, buy, or sell securities ). I have no discretion and do not act as a custodian. Duties include presenting prepared material to a group in a cogent, informative manner. I answer questions along the way in a way which relates to the information provided and in an objective manner. No solicitation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1984-08-29 |
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