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500 108Th Ave Ne Suite 1840, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2018-01-12 |
Branch Locations
500 108Th Ave Ne Suite 1840, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boone Wealth Advisors, Llc | Bellevue | WA | 01/2018 | Present |
| Sabbatical | Bellevue | WA | 07/2016 | 01/2018 |
(1) 02/11/1997: MICHAEL W. BOONE - INV REL - NON-VARIABLE INSURANCE - NO TIME SPENT - INDEPENDENT INSURANCE AGENCY (2) 09/19/2011: R120 - NOT INV REL - NON-PROFIT BOARD MEMBER - FOUNDER AND THE PRESIDENT OF R120, A 501(C)(3) CHARITY INVOLVED IN CHRISTIAN CHARITY WORK DOMESTICALLY AND OVERSEAS (3) 08/30/2013: MWBOONE AND ASSOCIATES, LLC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) (4) 07/03/2014: MWBOONE CREATES, LLC - NOT INV REL - HOME BASED - PHOTOGRAPHY, WRITING, OTHER CREATIVE PROJECTS - START 05/30/2014 - 3 HR/MO NONE DURING SECS TRDG HRS - OWNER/AUTHOR/ARTIST/DESIGNER (5) 10/22/2014: MWBOONE AND ASSOCIATES, LLC - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR: (HYBRID) MWBOONE AND ASSOCIATES, LLC - START 09/05/2014 - 80 HR/MO 4 DURING SECS TRDG HRS (6) Fidelitas Wines, LLC; not investment-related; Richland, WA; winery; partner; 07/31/2019; 1 hr/month; 0 during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 1985-08-13 |
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