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450 Alaskan Way S Suite 200, Seattle, WA 98104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-10-14 |
Branch Locations
450 Alaskan Way S Suite 200, Seattle, WA 98104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Appropriate Balance Financial Services Inc. | Bellevue | WA | 03/2011 | 03/2018 |
| Private Client Services Llc | Louisville | KY | 12/2016 | 01/2017 |
| Viridian Ria, Llc | Seattle | WA | 03/2017 | 06/2020 |
| Viridian Ria, Llc | Bothell | WA | 07/2020 | 07/2024 |
| Ensemble Team, Llc Dba The Ensemble Team | Seattle | WA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-07-08 |
| S65 | Uniform Investment Adviser Law Examination | 2002-02-14 |
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