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2835 82Nd Avenue Se Ste 100, Mercer Island, WA 98040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-25 |
| WA | RA | APPROVED | 2018-06-04 |
Branch Locations
2835 82Nd Avenue Se Ste 100, Mercer Island, WA 98040 • United States
19125 North Creek Parkway Suite 120, Bothell, WA 98011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Bellevue | WA | 07/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bellevue | WA | 11/2016 | 05/2018 |
| Northwest Asset Management | Mercer Island | WA | 05/2018 | Present |
(1) Insurance licensed in State of WA for Life, Disability, Variable Life, and Variable Annuity since July 2009. Snohomish County Estate Planning Council, member since 9/20/2018.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-10 |
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